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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
WCM
51
WealthBridge Capital Management
Ohio
$335K -$23.7K -1,150 -6%
Northern Trust
52
Northern Trust
Illinois
$332K +$1.13K +55 +0.3%
IA
53
Intellus Advisors
Florida
$325K +$4.35K +211 +1%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$305K -$21.3K -1,034 -6%
WMA
55
West Michigan Advisors
Michigan
$304K +$1.16K +56 +0.4%
RCM
56
RB Capital Management
Nevada
$300K -$95.8K -4,643 -23%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$295K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$291K -$5.67K -275 -2%
DC
59
Davenport & Co
Virginia
$288K
Jane Street
60
Jane Street
New York
$284K -$628K -30,451 -68%
LA
61
LexAurum Advisors
Kansas
$279K +$291K +14,117 New
HIP
62
HUB Investment Partners
Texas
$277K
SOS
63
Silver Oak Securities
Tennessee
$267K +$21 +1 +0%
SA
64
Sanctuary Advisors
Indiana
$265K +$2.35K +114 +0.9%
CWM
65
Cornerstone Wealth Management
Missouri
$239K +$28.4K +1,379 +13%
AQR Capital Management
66
AQR Capital Management
Connecticut
$236K
Mariner
67
Mariner
Kansas
$228K -$537K -26,026 -69%
WE
68
Wealth Effects
Massachusetts
$223K
ASN
69
Advisory Services Network
Georgia
$223K -$2.87K -139 -1%
IAIM
70
International Assets Investment Management
Florida
$218K -$42.8K -2,076 -16%
DADC
71
D.A. Davidson & Co
Montana
$218K +$5.59K +271 +3%
OL
72
one8zero8 LLC
North Carolina
$217K
ZCP
73
Z3 Capital Partners
Virginia
$212K -$16.5K -800 -7%
VVP
74
Venture Visionary Partners
Ohio
$202K +$330 +16 +0.2%
JP Morgan Chase
75
JP Morgan Chase
New York
$133K