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Cohen & Steers REIT and Preferred and Income Fund

96 hedge funds and large institutions have $179M invested in Cohen & Steers REIT and Preferred and Income Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
28
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCWM
76
Total Clarity Wealth Management
Illinois
$61K +$61K +2,550 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$59K +$16.6K +700 +39%
CFGS
78
Concourse Financial Group Securities
Alabama
$56K +$23.1K +969 +70%
SIC
79
Samalin Investment Counsel
New York
$51K +$51K +2,164 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$44K
AWA
81
Arkadios Wealth Advisors
Georgia
$42.5K +$42.5K +1,700 New
GRP
82
Global Retirement Partners
California
$40K +$406 +17 +1%
THWM
83
Taylor Hoffman Wealth Management
Virginia
$28K
US Bancorp
84
US Bancorp
Minnesota
$27K
RMAM
85
Raab & Moskowitz Asset Management
New Jersey
$27K +$27K +1,140 New
Deutsche Bank
86
Deutsche Bank
Germany
$24K
WCG
87
Weaver Consulting Group
California
$16K
WC
88
Westwind Capital
New Mexico
$15K
CAC
89
Certified Advisory Corp
Florida
$13K
FIB
90
First Interstate Bank
Montana
$13K
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$12K
AWM
92
Avior Wealth Management
Nebraska
$12K +$177 +8 +1%
GWM
93
Geneos Wealth Management
Colorado
$11K
FHA
94
Flagship Harbor Advisors
Massachusetts
$8K
SIM
95
Sonora Investment Management
Arizona
$6K
SFS
96
Sowell Financial Services
Arkansas
$1K -$1K -32 -50%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
-$286K -11,611 Closed
AAS
98
Avantax Advisory Services
Texas
-$235K -9,583 Closed
PTC
99
Private Trust Company
Ohio
-$233K -9,500 Closed
AWM
100
AE Wealth Management
Kansas
-$226K -9,178 Closed