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Cohen & Steers REIT and Preferred and Income Fund
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Overview Fund Activity

114 hedge funds and large institutions have $185M invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+11
Holders Change %
+10.68%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
36
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$691K
2
UBS Group
2
UBS Group
Switzerland
$6.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.6M
4
LPL Financial
4
LPL Financial
California
$17.2M
5
Invesco
5
Invesco
Georgia
$1.4M

Top Sellers

1
EIP
1
Ellis Investment Partners
Pennsylvania
$28.5M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.27M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.36M
4
CP
4
Camelot Portfolios
Ohio
$444K
5
BCWM
5
Bartlett & Co Wealth Management
Ohio
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$384K +$202K +8,539 +111%
IWM
52
IHT Wealth Management
Illinois
$380K +$124K +5,262 +48%
FFWM
53
Future Financial Wealth Management
Ohio
$373K +$22.8K +964 +7%
WMA
54
West Michigan Advisors
Michigan
$370K +$1.07K +45 +0.3%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$361K +$18.6K +786 +5%
SAM
56
Secure Asset Management
Michigan
$356K -$52K -2,199 -13%
GLA
57
Good Life Advisors
Pennsylvania
$349K +$349K +14,728 New
MOS
58
MGO One Seven
Ohio
$347K -$25.4K -1,073 -7%
ASN
59
Advisory Services Network
Georgia
$322K – – –
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$314K -$72.4K -3,090 -19%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$303K +$28.4K +1,198 +10%
US Bancorp
62
US Bancorp
Minnesota
$300K – – –
TA
63
TFG Advisers
Michigan
$288K -$10.2K -431 -3%
LA
64
LexAurum Advisors
Kansas
$281K +$2.63K +111 +0.9%
Stifel Financial
65
Stifel Financial
Missouri
$271K +$271K +11,442 New
Creative Planning
66
Creative Planning
Kansas
$258K +$258K +10,884 New
P
67
&Partners
Tennessee
$256K +$256K +10,830 New
EWA
68
EP Wealth Advisors
California
$254K +$254K +10,751 New
Truist Financial
69
Truist Financial
North Carolina
$242K -$85.9K -3,631 -26%
Mariner
70
Mariner
Kansas
$241K +$241K +10,167 New
MSAM
71
Moloney Securities Asset Management
Missouri
$236K +$236K +9,966 New
LWM
72
Lakeridge Wealth Management
Ohio
$231K +$231K +9,770 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$225K – – –
DADC
74
D.A. Davidson & Co
Montana
$216K +$216K +9,129 New
AAS
75
Annex Advisory Services
Wisconsin
$209K +$209K +8,822 New
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