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Cohen & Steers REIT and Preferred and Income Fund

92 hedge funds and large institutions have $179M invested in Cohen & Steers REIT and Preferred and Income Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
37
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$255K -$103K -4,762 -29%
DADC
52
D.A. Davidson & Co
Montana
$243K
Stifel Financial
53
Stifel Financial
Missouri
$240K -$7.97K -369 -3%
EWM
54
Empirical Wealth Management
Washington
$232K +$232K +10,715 New
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$215K +$215K +9,936 New
PAG
56
Private Advisor Group
New Jersey
$215K +$215K +9,939 New
PTC
57
Private Trust Company
Ohio
$205K +$205K +9,500 New
AFC
58
AFT Forsyth & Company
Florida
$203K +$203K +9,375 New
DIA
59
Dana Investment Advisors
Wisconsin
$201K +$201K +9,291 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$184K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$183K
ASN
62
Advisory Services Network
Georgia
$149K +$42.4K +1,956 +40%
APA
63
American Portfolios Advisors
New York
$133K
SPIA
64
Steward Partners Investment Advisory
New York
$119K +$119K +5,526 New
CBT
65
Capital Bank & Trust
California
$106K +$106K +4,900 New
CFGS
66
Concourse Financial Group Securities
Alabama
$90K +$13.7K +634 +18%
NFG
67
Next Financial Group
Texas
$82K +$61.5K +2,817 +299%
SHJ
68
Sharkey, Howes & Javer
Colorado
$65K
BRC
69
Bell Rock Capital
Delaware
$63K +$441 +20 +0.7%
Citigroup
70
Citigroup
New York
$59K -$2.86K -131 -5%
HNB
71
Huntington National Bank
Ohio
$47K -$45K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$44K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$39K +$28.1K +1,286 +256%
LWCFA
74
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K +$39K +1,786 New
GRP
75
Global Retirement Partners
California
$36K +$23.4K +1,068 +186%