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Cohen & Steers REIT and Preferred and Income Fund

77 hedge funds and large institutions have $176M invested in Cohen & Steers REIT and Preferred and Income Fund in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-8
Holders Change %
-9.41%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
12
Increased
29
Reduced
24
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
51
Capital Advisors Ltd
Ohio
$232K +$114K +5,563 +97%
MA
52
Menlo Advisors
California
$211K +$211K +10,278 New
ICAS
53
Investors Capital Advisory Services
Massachusetts
$207K -$7.08K -345 -3%
TAM
54
Tocqueville Asset Management
New York
$205K
BOS
55
Bank of Stockton
California
$203K +$203K +9,900 New
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$192K +$192K +9,335 New
GWM
57
Geneos Wealth Management
Colorado
$180K -$25.8K -1,250 -13%
MFS
58
MSI Financial Services
Massachusetts
$160K -$519K -25,311 -76%
Creative Planning
59
Creative Planning
Kansas
$156K +$119K +5,801 +319%
DADC
60
D.A. Davidson & Co
Montana
$155K
HCM
61
Highlander Capital Management
New Jersey
$119K -$2.05K -100 -2%
VHAM
62
Van Hulzen Asset Management
California
$103K +$103K +5,000 New
US Bancorp
63
US Bancorp
Minnesota
$75K +$27K +1,325 +56%
SHJ
64
Sharkey, Howes & Javer
Colorado
$62K
AWM
65
Avior Wealth Management
Nebraska
$51K +$102 +5 +0.2%
Citigroup
66
Citigroup
New York
$43K -$16.6K -808 -28%
ASN
67
Advisory Services Network
Georgia
$41K
KA
68
Klingman & Associates
New York
$31K
SWA
69
Sutton Wealth Advisors
Florida
$27.1K +$27.1K +1,318 New
GAM
70
Gemmer Asset Management
California
$23K +$8.36K +400 +57%
CFA
71
Carroll Financial Associates
North Carolina
$20K
JIC
72
Joel Isaacson & Co
New York
$16K
NFG
73
Next Financial Group
Texas
$15K +$15K +750 New
FIB
74
First Interstate Bank
Montana
$11K
HDIM
75
Hanson & Doremus Investment Management
Vermont
$5K