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Cohen & Steers REIT and Preferred and Income Fund

132 hedge funds and large institutions have $214M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
76
Lakeridge Wealth Management
Ohio
$220K
MWM
77
Modern Wealth Management
Kansas
$214K
CWM
78
Cornerstone Wealth Management
Missouri
$210K
IWM
79
IHT Wealth Management
Illinois
$209K
PTC
80
Private Trust Company
Ohio
$162K
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$123K
GWM
82
Geneos Wealth Management
Colorado
$113K
TWC
83
TD Waterhouse Canada
Ontario, Canada
$112K
TCM
84
Triumph Capital Management
Colorado
$109K
MCM
85
MAI Capital Management
Ohio
$90.9K
MCM
86
Manchester Capital Management
Vermont
$89.9K
FFA
87
Farther Finance Advisors
California
$89.1K
US Bancorp
88
US Bancorp
Minnesota
$80K
AAP
89
Arax Advisory Partners
Colorado
$76.1K
CI
90
CX Institutional
Indiana
$68K
ICM
91
Islay Capital Management
Texas
$67.4K
CFB
92
Cullen/Frost Bankers
Texas
$60.9K
SWP
93
Strategic Wealth Partners
Ohio
$57.3K
PFBT
94
Parkside Financial Bank & Trust
Missouri
$56.2K
EB
95
Eastern Bank
Massachusetts
$54.4K
IRC
96
Investors Research Corp
Georgia
$49.5K
CAL
97
Capital Advisors Ltd
Ohio
$45K
CA
98
Clearstead Advisors
Ohio
$45K
SWM
99
Spire Wealth Management
Virginia
$44.2K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$42K