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Cohen & Steers REIT and Preferred and Income Fund

106 hedge funds and large institutions have $178M invested in Cohen & Steers REIT and Preferred and Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
28
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$352K +$12.6K +627 +4%
RA
52
RFG Advisory
Alabama
$348K
SPIA
53
Steward Partners Investment Advisory
New York
$347K -$51.9K -2,573 -13%
VVP
54
Venture Visionary Partners
Ohio
$344K -$188K -9,320 -35%
Truist Financial
55
Truist Financial
North Carolina
$341K -$36.1K -1,792 -10%
H
56
HoyleCohen
California
$340K
LA
57
LexAurum Advisors
Kansas
$332K +$5.28K +262 +2%
TA
58
TFG Advisers
Michigan
$322K -$27.8K -1,378 -8%
Mariner
59
Mariner
Kansas
$314K +$314K +15,580 New
DC
60
Davenport & Co
Virginia
$307K
HighTower Advisors
61
HighTower Advisors
Illinois
$298K +$66.1K +3,295 +28%
IAIM
62
International Assets Investment Management
Florida
$279K -$37.3K -1,849 -12%
US Bancorp
63
US Bancorp
Minnesota
$263K +$230K +11,400 +696%
OA
64
Operose Advisors
Wisconsin
$252K +$252K +12,500 New
IWM
65
IHT Wealth Management
Illinois
$238K +$15.7K +779 +7%
ASN
66
Advisory Services Network
Georgia
$223K -$12K -596 -5%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$222K
GLA
68
Good Life Advisors
Pennsylvania
$221K +$383 +19 +0.2%
Stifel Financial
69
Stifel Financial
Missouri
$204K +$204K +10,125 New
SA
70
SFI Advisors
New Jersey
$201K +$201K +9,951 New
PTC
71
Private Trust Company
Ohio
$161K +$15.1K +750 +10%
AWM
72
Avior Wealth Management
Nebraska
$132K +$3.04K +151 +2%
Comerica Bank
73
Comerica Bank
Texas
$127K +$40.3K +2,000 +46%
MSWM
74
McGlone Suttner Wealth Management
Wisconsin
$104K +$104K +5,151 New
PA
75
Parallel Advisors
California
$80.7K +$80.6K +4,000 +133,333%