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Cohen & Steers REIT and Preferred and Income Fund

121 hedge funds and large institutions have $219M invested in Cohen & Steers REIT and Preferred and Income Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
41
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APA
51
American Portfolios Advisors
New York
$516K
AIP
52
Ahrens Investment Partners
Louisiana
$508K -$116K -4,300 -19%
SWM
53
Spire Wealth Management
Virginia
$490K +$32K +1,188 +7%
MFG
54
Magnus Financial Group
New York
$486K +$5.81K +216 +1%
NFG
55
Nations Financial Group
Iowa
$481K -$26.9K -1,000 -5%
ASN
56
Advisory Services Network
Georgia
$475K +$20.8K +775 +5%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$468K
H
58
HoyleCohen
California
$465K
SXL
59
Summit X LLC
Missouri
$435K -$48.7K -1,797 -10%
ASFA
60
All Season Financial Advisors
Colorado
$424K +$62.9K +2,339 +17%
SWP
61
Stratos Wealth Partners
Ohio
$395K +$8.07K +300 +2%
WMA
62
West Michigan Advisors
Michigan
$394K +$780 +29 +0.2%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$382K -$660K -24,230 -63%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$378K +$28.2K +1,047 +8%
DADC
65
D.A. Davidson & Co
Montana
$376K +$27.4K +1,020 +8%
CAL
66
Capital Advisors Ltd
Ohio
$368K +$32.5K +1,209 +10%
BFG
67
Berger Financial Group
Minnesota
$360K +$806 +30 +0.2%
BF
68
BOK Financial
Oklahoma
$350K -$108K -4,000 -24%
AWS
69
Atria Wealth Solutions
New York
$336K +$336K +12,487 New
DBT
70
Dubuque Bank & Trust
Iowa
$319K -$109K -4,047 -25%
RWA
71
River Wealth Advisors
Pennsylvania
$313K
WSCM
72
Wellington Shields Capital Management
New York
$312K +$219K +29,968 +236%
DC
73
Davenport & Co
Virginia
$286K
AWM
74
Apollon Wealth Management
South Carolina
$284K +$284K +10,557 New
VVP
75
Venture Visionary Partners
Ohio
$277K +$14.8K +550 +6%