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Cohen & Steers REIT and Preferred and Income Fund

107 hedge funds and large institutions have $205M invested in Cohen & Steers REIT and Preferred and Income Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
36
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
H
51
HoyleCohen
California
$545K -$37.1K -1,520 -6%
LFF
52
Level Four Financial
Texas
$513K -$4.87K -200 -0.9%
ASN
53
Advisory Services Network
Georgia
$504K +$68K +2,791 +16%
NFG
54
Nations Financial Group
Iowa
$461K
SXL
55
Summit X LLC
Missouri
$447K -$21.1K -863 -5%
MFG
56
Magnus Financial Group
New York
$434K -$228K -9,371 -34%
HighTower Advisors
57
HighTower Advisors
Illinois
$412K +$34.3K +1,404 +9%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$404K +$366 +15 +0.1%
SWP
59
Stratos Wealth Partners
Ohio
$375K
OA
60
Oxbow Advisors
Texas
$343K
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$323K +$5.83K +239 +2%
BFG
62
Berger Financial Group
Minnesota
$317K -$64K -2,623 -17%
CAL
63
Capital Advisors Ltd
Ohio
$309K -$24.6K -1,009 -7%
PGFC
64
Peapack-Gladstone Financial Corp
New Jersey
$273K +$273K +11,209 New
DC
65
Davenport & Co
Virginia
$259K
DADC
66
D.A. Davidson & Co
Montana
$248K +$23.2K +950 +10%
VVP
67
Venture Visionary Partners
Ohio
$241K +$241K +9,899 New
Stifel Financial
68
Stifel Financial
Missouri
$233K -$6.27K -257 -3%
SWM
69
SeaCrest Wealth Management
New York
$232K -$1.56K -64 -0.7%
Creative Planning
70
Creative Planning
Kansas
$221K +$5.49K +225 +3%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$220K +$220K +9,005 New
EAM
72
Evanson Asset Management
California
$201K +$201K +8,250 New
GLLW
73
Graves Light Lenhart Wealth
Virginia
$195K
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$146K
APA
75
American Portfolios Advisors
New York
$142K -$35.2K -1,445 -20%