We are live on ! Find out more
RNP icon

Cohen & Steers REIT and Preferred and Income Fund

119 hedge funds and large institutions have $182M invested in Cohen & Steers REIT and Preferred and Income Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.11% less ownership

Funds ownership: 20.31%19.19% (-1.1%)

6% less capital invested

Capital invested by funds: $193M → $182M (-$11.6M)

9% less funds holding

Funds holding: 131119 (-12)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
119
Holders Change
-12
Holders Change %
-9.16%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
38
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
76
Private Trust Company
Ohio
$121K
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$112K -$5.75K -279 -5%
TCM
78
Triumph Capital Management
Colorado
$87.4K
MCM
79
Manchester Capital Management
Vermont
$79K
MCM
80
MAI Capital Management
Ohio
$78K -$2.06K -100 -2%
KFAS
81
Keating Financial Advisory Services
Kansas
$73.8K +$1.53K +74 +2%
ICM
82
Islay Capital Management
Texas
$59.3K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$57.4K +$14.2K +689 +31%
CFB
84
Cullen/Frost Bankers
Texas
$53.5K
SWP
85
Strategic Wealth Partners
Ohio
$50.4K
AF
86
Allworth Financial
California
$43.7K
IRC
87
Investors Research Corp
Georgia
$43.5K
CA
88
Clearstead Advisors
Ohio
$39.5K
PFBT
89
Parkside Financial Bank & Trust
Missouri
$35.5K -$14.5K -704 -28%
HWA
90
Heritage Wealth Advisors
Virginia
$34.7K
CI
91
CX Institutional
Indiana
$32K +$578 +28 +2%
SWM
92
Spire Wealth Management
Virginia
$31.7K +$660 +32 +2%
S
93
SignatureFD
Georgia
$29.6K +$14.4K +700 +88%
OCM
94
Osbon Capital Management
Massachusetts
$26.6K +$27.8K +1,347 New
US Bancorp
95
US Bancorp
Minnesota
$24.9K -$47.4K -2,296 -65%
NS
96
NBC Securities
Alabama
$23.7K
KG
97
Kilter Group
New York
$23.7K +$24.8K +1,200 New
MSG
98
Main Street Group
Virginia
$20.6K +$21.5K +1,040 New
HC
99
Hurley Capital
New York
$19.8K
TFA
100
Toth Financial Advisory
Virginia
$18.2K