RNP icon

Cohen & Steers REIT and Preferred and Income Fund

72 hedge funds and large institutions have $152M invested in Cohen & Steers REIT and Preferred and Income Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
28
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$191K +$191K +10,011 New
DADC
52
D.A. Davidson & Co
Montana
$190K
MFS
53
MSI Financial Services
Massachusetts
$185K +$30.7K +1,607 +20%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$169K -$9.56K -500 -5%
US Bancorp
55
US Bancorp
Minnesota
$143K +$72.7K +3,800 +103%
Creative Planning
56
Creative Planning
Kansas
$130K -$4.6K -240 -3%
GWM
57
Geneos Wealth Management
Colorado
$129K -$40.4K -2,125 -24%
NFG
58
Next Financial Group
Texas
$127K +$41.2K +2,150 +48%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$79K +$47.2K +2,436 +149%
SHJ
60
Sharkey, Howes & Javer
Colorado
$57K
BRC
61
Bell Rock Capital
Delaware
$53K +$53K +2,744 New
Citigroup
62
Citigroup
New York
$49K -$751K -39,117 -94%
AWM
63
Avior Wealth Management
Nebraska
$48K +$172 +9 +0.4%
SPIA
64
Steward Partners Investment Advisory
New York
$33K +$33K +1,750 New
CFA
65
Carroll Financial Associates
North Carolina
$19K
Deutsche Bank
66
Deutsche Bank
Germany
$19K
JIC
67
Joel Isaacson & Co
New York
$15K
FIB
68
First Interstate Bank
Montana
$10K
PSUF
69
People's United Financial
Connecticut
$8K
SEI Investments
70
SEI Investments
Pennsylvania
$3K
TWA
71
TCI Wealth Advisors
Arizona
$1K
BIG
72
Bellwether Investment Group
Tennessee
$1K +$1K +72 New
WEC
73
Winslow Evans & Crocker
Massachusetts
$40
SWP
74
Stratos Wealth Partners
Ohio
-$7.92M -392,892 Closed
MCM
75
Moore Capital Management
New York
-$2.12M -105,300 Closed