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Cohen & Steers REIT and Preferred and Income Fund

98 hedge funds and large institutions have $129M invested in Cohen & Steers REIT and Preferred and Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
25
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TA
51
TFG Advisers
Michigan
$298K -$58.7K -3,419 -16%
RA
52
RFG Advisory
Alabama
$296K +$296K +17,250 New
H
53
HoyleCohen
California
$290K
LNC
54
Lincoln National Corp
Pennsylvania
$288K -$25.4K -1,478 -8%
LA
55
LexAurum Advisors
Kansas
$278K +$3.72K +217 +1%
IAIM
56
International Assets Investment Management
Florida
$269K -$3.42K -200 -1%
DC
57
Davenport & Co
Virginia
$261K
WAM
58
Wolverine Asset Management
Illinois
$257K -$931K -54,237 -78%
DADC
59
D.A. Davidson & Co
Montana
$226K +$463 +27 +0.2%
ASN
60
Advisory Services Network
Georgia
$200K +$12.6K +733 +7%
HighTower Advisors
61
HighTower Advisors
Illinois
$199K +$2.58K +150 +1%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$194K +$194K +11,281 New
IWM
63
IHT Wealth Management
Illinois
$189K +$189K +11,036 New
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$189K -$34.3K -2,000 -15%
BFG
65
Berger Financial Group
Minnesota
$189K -$5.08K -296 -3%
GLA
66
Good Life Advisors
Pennsylvania
$188K -$8.29K -483 -4%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$173K -$26.2K -1,531 -13%
PTC
68
Private Trust Company
Ohio
$124K
AWM
69
Avior Wealth Management
Nebraska
$110K +$2.28K +133 +2%
CAL
70
Capital Advisors Ltd
Ohio
$75K -$75.2K -4,400 -50%
Comerica Bank
71
Comerica Bank
Texas
$74.1K +$74.1K +4,318 New
MCM
72
Manchester Capital Management
Vermont
$68.6K +$68.6K +4,000 New
ICM
73
Islay Capital Management
Texas
$51.5K
CSC
74
Caldwell Sutter Capital
California
$51.5K
NS
75
NBC Securities
Alabama
$46K +$46K +2,700 New