RNP icon

Cohen & Steers REIT and Preferred and Income Fund

72 hedge funds and large institutions have $172M invested in Cohen & Steers REIT and Preferred and Income Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
10
Increased
29
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
51
Tocqueville Asset Management
New York
$173K
Deutsche Bank
52
Deutsche Bank
Germany
$117K -$17.1K -1,000 -13%
AIG
53
American International Group
New York
$116K +$2.23K +128 +2%
DADC
54
D.A. Davidson & Co
Montana
$113K +$113K +6,550 New
HCM
55
Highlander Capital Management
New Jersey
$110K
CAL
56
Capital Advisors Ltd
Ohio
$99K +$99K +5,740 New
FAM
57
Formidable Asset Management
Ohio
$86K
BA
58
BlackRock Advisors
Delaware
$81K +$81K +4,657 New
US Bancorp
59
US Bancorp
Minnesota
$68K +$64.6K +3,750 +1,875%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$60K -$2.17M -125,782 -97%
Citigroup
61
Citigroup
New York
$58K +$8.46K +495 +17%
AWM
62
Avior Wealth Management
Nebraska
$43K
PSI
63
Pinnacle Summer Investments
Virginia
$38K +$38K +2,200 New
ASN
64
Advisory Services Network
Georgia
$35K
KA
65
Klingman & Associates
New York
$25K -$26K -1,500 Closed
CHC
66
City Holding Co
West Virginia
$24K
CFA
67
Carroll Financial Associates
North Carolina
$18K
JIC
68
Joel Isaacson & Co
New York
$14K
SIM
69
Sonora Investment Management
Arizona
$10K +$10K +575 New
Creative Planning
70
Creative Planning
Kansas
$10K +$10K +600 New
FIB
71
First Interstate Bank
Montana
$9K +$9K +529 New
HDIM
72
Hanson & Doremus Investment Management
Vermont
$5K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +133 New
WEC
74
Winslow Evans & Crocker
Massachusetts
$36
UCFA
75
United Capital Financial Advisors
Texas
-$2.29M -130,637 Closed