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Cohen & Steers REIT and Preferred and Income Fund

127 hedge funds and large institutions have $205M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
127
Holders Change
+2
Holders Change %
+1.6%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
43
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$206K 9,053 +9,053 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$205K 9,000
AAS
78
Annex Advisory Services
Wisconsin
$201K 8,827 +8,827 New
PTC
79
Private Trust Company
Ohio
$164K 7,219
SWM
80
Spire Wealth Management
Virginia
$139K 6,115 +113 +2%
TWC
81
TD Waterhouse Canada
Ontario, Canada
$114K 5,000
GWM
82
Geneos Wealth Management
Colorado
$113K 4,946 -9,618 -66%
CA
83
CoreCap Advisors
Michigan
$94.6K 4,155 -1 -0%
MCM
84
MAI Capital Management
Ohio
$92.1K 4,045
MCM
85
Manchester Capital Management
Vermont
$91.1K 4,000
ICM
86
Islay Capital Management
Texas
$68.3K 3,000
CSC
87
Caldwell Sutter Capital
California
$68.3K 3,000
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$68K 2,983 -1,274 -30%
EWA
89
EverSource Wealth Advisors
Alabama
$62.6K 2,750
CFB
90
Cullen/Frost Bankers
Texas
$61.7K 2,709
PFBT
91
Parkside Financial Bank & Trust
Missouri
$56.9K 2,500
AF
92
Allworth Financial
California
$50.4K 2,214 +1,700 +331%
IRC
93
Investors Research Corp
Georgia
$50.1K 2,200
SWP
94
Strategic Wealth Partners
Ohio
$46.7K 2,050 +2,050 New
CA
95
Clearstead Advisors
Ohio
$45.5K 2,000 +2,000 New
CAL
96
Capital Advisors Ltd
Ohio
$45K 1,987
NC
97
NewSquare Capital
Pennsylvania
$34.2K 1,500
AG
98
AmeriFlex Group
Nevada
$32.6K 1,469
NS
99
NBC Securities
Alabama
$31K 1,400 -1,300 -48%
US Bancorp
100
US Bancorp
Minnesota
$28.7K 1,261 -11,400 -90%