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Cohen & Steers REIT and Preferred and Income Fund

91 hedge funds and large institutions have $186M invested in Cohen & Steers REIT and Preferred and Income Fund in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
32
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$290K +$17K +693 +6%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$286K +$286K +11,611 New
PAG
53
Private Advisor Group
New Jersey
$284K +$39.5K +1,604 +16%
DADC
54
D.A. Davidson & Co
Montana
$276K
Lido Advisors
55
Lido Advisors
California
$242K +$242K +9,852 New
AAS
56
Avantax Advisory Services
Texas
$235K +$235K +9,583 New
PTC
57
Private Trust Company
Ohio
$233K
AIC
58
Ameritas Investment Company
Nebraska
$230K +$230K +9,361 New
AWM
59
AE Wealth Management
Kansas
$226K +$226K +9,178 New
SWP
60
Stratos Wealth Partners
Ohio
$224K +$224K +9,100 New
FFA
61
First Foundation Advisors
California
$214K -$503K -20,412 -70%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$206K
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$184K -$25.3K -1,028 -12%
ASN
64
Advisory Services Network
Georgia
$149K
APA
65
American Portfolios Advisors
New York
$148K -$4.31K -175 -3%
SPIA
66
Steward Partners Investment Advisory
New York
$136K +$832 +34 +0.6%
CAL
67
Capital Advisors Ltd
Ohio
$99K +$84.2K +3,940 +569%
WEC
68
Winslow Evans & Crocker
Massachusetts
$94K +$94K +3,800 New
NFG
69
Next Financial Group
Texas
$89K -$3.19K -130 -3%
BRC
70
Bell Rock Capital
Delaware
$71K +$469 +19 +0.7%
Citigroup
71
Citigroup
New York
$54K -$12.4K -506 -19%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$44K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$44K
GRP
74
Global Retirement Partners
California
$41K +$420 +17 +1%
QCIG
75
Quad-Cities Investment Group
Iowa
$37K +$392 +16 +1%