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Cohen & Steers REIT and Preferred and Income Fund

131 hedge funds and large institutions have $193M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

0.38% more ownership

Funds ownership: 19.93%20.31% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

3% less funds holding

Funds holding: 135131 (-4)

10% less capital invested

Capital invested by funds: $214M → $193M (-$21.2M)

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
38
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
WealthBridge Capital Management
Ohio
$359K -$90.3K -4,350 -19%
NFG
52
Nations Financial Group
Iowa
$351K
IPA
53
Investment Planning Advisors
Georgia
$340K +$74.8K +3,606 +27%
Northern Trust
54
Northern Trust
Illinois
$333K +$1.16K +56 +0.3%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$327K +$28.1K +1,356 +9%
IA
56
Intellus Advisors
Florida
$323K +$76.8K +3,702 +30%
Comerica Bank
57
Comerica Bank
Texas
$316K -$10.8K -518 -3%
WMA
58
West Michigan Advisors
Michigan
$305K +$1.1K +53 +0.3%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$298K -$1.87K -90 -0.6%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$297K
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$294K -$32.3K -1,556 -10%
DC
62
Davenport & Co
Virginia
$290K -$22.8K -1,100 -7%
HIP
63
HUB Investment Partners
Texas
$278K +$291K +14,000 New
OPWM
64
Oregon Pacific Wealth Management
Oregon
$272K -$5.13K -247 -2%
SOS
65
Silver Oak Securities
Tennessee
$270K +$8.61K +415 +3%
SA
66
Sanctuary Advisors
Indiana
$264K +$276K +13,313 New
IAIM
67
International Assets Investment Management
Florida
$259K -$16.9K -815 -6%
AQR Capital Management
68
AQR Capital Management
Connecticut
$237K +$247K +11,920 New
ZCP
69
Z3 Capital Partners
Virginia
$229K +$240K +11,549 New
ASN
70
Advisory Services Network
Georgia
$226K -$8.95K -431 -4%
IFG
71
Independent Financial Group
California
$226K -$10.4K -500 -4%
EH
72
Equitable Holdings
New York
$225K +$235K +11,308 New
WE
73
Wealth Effects
Massachusetts
$224K -$51.9K -2,500 -18%
OL
74
one8zero8 LLC
North Carolina
$218K
MMHP
75
Murphy Middleton Hinkle & Parker
Georgia
$214K +$62K +2,986 New