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Cohen & Steers REIT and Preferred and Income Fund

124 hedge funds and large institutions have $1.6B invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
35
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$371K +$146 +7 +0%
DC
52
Davenport & Co
Virginia
$347K -$4.49K -215 -1%
MSAM
53
Moloney Securities Asset Management
Missouri
$344K +$136K +6,513 +65%
WE
54
Wealth Effects
Massachusetts
$341K
Comerica Bank
55
Comerica Bank
Texas
$339K +$146 +7 +0%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$338K +$19K +907 +6%
WMA
57
West Michigan Advisors
Michigan
$328K +$961 +46 +0.3%
FFWM
58
Future Financial Wealth Management
Ohio
$327K -$2.03K -97 -0.6%
SAM
59
Secure Asset Management
Michigan
$315K +$21 +1 +0%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$309K +$41.8K +1,999 +16%
OPWM
61
Oregon Pacific Wealth Management
Oregon
$302K +$302K +14,462 New
MWM
62
Modern Wealth Management
Kansas
$287K +$287K +13,720 New
IAIM
63
International Assets Investment Management
Florida
$284K -$6.43M -309,287 -96%
RAM
64
Readystate Asset Management
Illinois
$282K +$282K +13,505 New
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$275K +$275K +13,164 New
US Bancorp
66
US Bancorp
Minnesota
$265K
ASN
67
Advisory Services Network
Georgia
$260K -$70.9K -3,390 -21%
TA
68
TFG Advisers
Michigan
$252K -$2.05K -98 -0.8%
LA
69
LexAurum Advisors
Kansas
$250K +$2.45K +117 +1%
MOS
70
MGO One Seven
Ohio
$239K -$67.5K -3,229 -22%
OL
71
one8zero8 LLC
North Carolina
$230K +$230K +11,000 New
Creative Planning
72
Creative Planning
Kansas
$225K -$2.09K -100 -0.9%
LCM
73
Landscape Capital Management
New Jersey
$221K +$221K +10,555 New
DADC
74
D.A. Davidson & Co
Montana
$214K +$23.5K +1,125 +12%
Jane Street
75
Jane Street
New York
$212K +$212K +10,154 New