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Cohen & Steers REIT and Preferred and Income Fund

103 hedge funds and large institutions have $159M invested in Cohen & Steers REIT and Preferred and Income Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-3
Holders Change %
-2.83%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
31
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$385K +$15.8K +773 +4%
RF
52
Resolute Financial
Massachusetts
$359K -$7.93K -389 -2%
ASN
53
Advisory Services Network
Georgia
$359K -$35.9K -1,762 -9%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$351K +$62.4K +3,061 +22%
H
55
HoyleCohen
California
$344K
SXL
56
Summit X LLC
Missouri
$332K -$197K -9,245 -37%
HighTower Advisors
57
HighTower Advisors
Illinois
$312K -$154K -7,505 -33%
DADC
58
D.A. Davidson & Co
Montana
$288K +$1.77K +87 +0.6%
WMA
59
West Michigan Advisors
Michigan
$286K -$13.6K -669 -5%
BFG
60
Berger Financial Group
Minnesota
$277K +$277K +13,584 New
DC
61
Davenport & Co
Virginia
$267K -$10.2K -500 -4%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$265K -$21.3K -1,047 -7%
XF
63
XML Financial
Maryland
$238K -$78.5K -3,854 -25%
CAL
64
Capital Advisors Ltd
Ohio
$219K -$61K -2,994 -22%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$219K -$15.4K -677 -7%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$216K -$20.2K -992 -9%
VVP
67
Venture Visionary Partners
Ohio
$213K +$2.04K +100 +1%
AIP
68
Ahrens Investment Partners
Louisiana
$212K -$51K -2,500 -19%
First Manhattan
69
First Manhattan
New York
$151K
AWM
70
Avior Wealth Management
Nebraska
$121K +$2.26K +111 +2%
IA
71
IFP Advisors
Florida
$119K -$10.2K -519 -8%
PTC
72
Private Trust Company
Ohio
$106K
CA
73
CoreCap Advisors
Michigan
$88.8K +$88.8K +4,355 New
ICM
74
Islay Capital Management
Texas
$61.1K
CSC
75
Caldwell Sutter Capital
California
$61.1K +$61.1K +3,000 New