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Cohen & Steers REIT and Preferred and Income Fund

84 hedge funds and large institutions have $171M invested in Cohen & Steers REIT and Preferred and Income Fund in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
28
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WC
76
Westwind Capital
New Mexico
$12K
IWM
77
IHT Wealth Management
Illinois
$11K
CAC
78
Certified Advisory Corp
Florida
$10K
FIB
79
First Interstate Bank
Montana
$10K
GRP
80
Global Retirement Partners
California
$6K
FGC
81
Financial Gravity Companies
Texas
$5K +$2.35K +129 +88%
FGAM
82
Financial Gravity Asset Management
Texas
$5K +$5K +275 New
GI
83
Gradient Investments
Minnesota
$3K +$3K +145 New
SFSIG
84
San Francisco Sentry Investment Group
California
$2K -$2K
HS
85
Horan Securities
United States
$1K
WEC
86
Winslow Evans & Crocker
Massachusetts
$38
CAN
87
Cetera Advisor Networks
California
-$1.49M -69,841 Closed
CAM
88
Covenant Asset Management
New Jersey
-$1M -47,145 Closed
DADC
89
D.A. Davidson & Co
Montana
-$234K -11,000 Closed
Citadel Advisors
90
Citadel Advisors
Florida
-$228K -10,729 Closed
Creative Planning
91
Creative Planning
Kansas
-$228K -10,714 Closed
CA
92
Cetera Advisors
Colorado
-$218K -10,230 Closed
SSB
93
Sandy Spring Bank
Maryland
-$64K -3,000 Closed
CA
94
Calton & Associates
Florida
-$30K -1,539 Closed
SEI Investments
95
SEI Investments
Pennsylvania
-$11K -500 Closed