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

125 hedge funds and large institutions have $193M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
43
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$7.08M
2
XF
XML Financial
Maryland
+$4.35M
3
Ameriprise
Ameriprise
Minnesota
+$2.81M
4
SIS
Sound Income Strategies
Florida
+$989K
5
VVP
Venture Visionary Partners
Ohio
+$871K

Top Sellers

1
JWM
JP Wealth Management
South Carolina
-$5.19M
2
EIP
Ellis Investment Partners
Pennsylvania
-$702K
3
WAM
Wolverine Asset Management
Illinois
-$524K
4
Morgan Stanley
Morgan Stanley
New York
-$495K
5
Invesco
Invesco
Georgia
-$414K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$403K +$165K +7,463 +69%
AWS
52
Atria Wealth Solutions
New York
$400K +$8.19K +371 +2%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$384K +$93.5K +4,238 +32%
Northern Trust
54
Northern Trust
Illinois
$365K -$39.9K -1,807 -10%
Comerica Bank
55
Comerica Bank
Texas
$363K +$4.86K +220 +1%
WE
56
Wealth Effects
Massachusetts
$360K – – –
FFWM
57
Future Financial Wealth Management
Ohio
$358K +$13.1K +594 +4%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$355K -$126K -5,725 -26%
WMA
59
West Michigan Advisors
Michigan
$347K +$1.04K +47 +0.3%
DC
60
Davenport & Co
Virginia
$346K -$20.3K -921 -6%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$335K -$21.6K -977 -6%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$333K +$333K +15,093 New
OPWM
63
Oregon Pacific Wealth Management
Oregon
$331K +$11.5K +519 +4%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$327K +$419 +19 +0.1%
GWM
65
Geneos Wealth Management
Colorado
$321K +$115K +5,228 +56%
IAIM
66
International Assets Investment Management
Florida
$301K – – –
MWM
67
Modern Wealth Management
Kansas
$287K -$15.4K -700 -5%
US Bancorp
68
US Bancorp
Minnesota
$279K – – –
LA
69
LexAurum Advisors
Kansas
$267K +$2.65K +120 +1%
TA
70
TFG Advisers
Michigan
$264K -$2.14K -97 -0.8%
ASN
71
Advisory Services Network
Georgia
$260K -$13.8K -625 -5%
OL
72
one8zero8 LLC
North Carolina
$243K – – –
HSA
73
HBK Sorce Advisory
Pennsylvania
$236K +$236K +10,679 New
DADC
74
D.A. Davidson & Co
Montana
$226K – – –
MPW
75
Monterey Private Wealth
California
$219K – – –
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