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Cohen & Steers REIT and Preferred and Income Fund

119 hedge funds and large institutions have $182M invested in Cohen & Steers REIT and Preferred and Income Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.11% less ownership

Funds ownership: 20.31%19.19% (-1.1%)

6% less capital invested

Capital invested by funds: $193M → $182M (-$11.6M)

9% less funds holding

Funds holding: 131119 (-12)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
119
Holders Change
-12
Holders Change %
-9.16%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
38
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Smith Asset Management
Florida
$893K +$199K +9,642 +27%
SIC
27
Samalin Investment Counsel
New York
$846K -$55.7K -2,701 -6%
OC
28
Oarsman Capital
Wisconsin
$837K
AUB
29
Atlantic Union Bankshares
Virginia
$786K -$115K -5,585 -12%
IFG
30
Independent Financial Group
California
$757K +$556K +26,936 +236%
P
31
&Partners
Tennessee
$743K +$371 +18 +0%
SIS
32
Sound Income Strategies
Florida
$596K -$63.3K -3,070 -9%
SPIA
33
Steward Partners Investment Advisory
New York
$551K +$54.7K +2,650 +11%
RAM
34
Readystate Asset Management
Illinois
$547K -$4.41M -213,694 -89%
EAM
35
Everstar Asset Management
North Carolina
$525K -$30.9K -1,500 -5%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$522K +$340K +16,487 +166%
SAM
37
Secure Asset Management
Michigan
$512K +$289 +14 +0.1%
Creative Planning
38
Creative Planning
Kansas
$500K +$141K +6,822 +37%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$492K +$48.9K +2,370 +11%
IAS
40
Insigneo Advisory Services
Florida
$470K
MFG
41
Magnus Financial Group
New York
$458K -$110K -5,321 -19%
AC
42
AlphaCore Capital
California
$446K +$3.96K +192 +0.9%
HighTower Advisors
43
HighTower Advisors
Illinois
$434K
MML Investors Services
44
MML Investors Services
Massachusetts
$416K +$39.3K +1,905 +10%
FFA
45
Farther Finance Advisors
California
$415K +$18.9K +916 +5%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$382K -$35.6K -1,726 -8%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$354K +$63.5K +3,078 +21%
NFG
48
Nations Financial Group
Iowa
$349K
LCM
49
Landscape Capital Management
New Jersey
$344K -$1.42M -68,635 -80%
IPA
50
Investment Planning Advisors
Georgia
$336K -$2.68K -130 -0.8%