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Cohen & Steers REIT and Preferred and Income Fund
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Overview Fund Activity

92 hedge funds and large institutions have $128M invested in Cohen & Steers REIT and Preferred and Income Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-4
Holders Change %
-4.17%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
33
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$5.25M
2
LCM
Landscape Capital Management
New Jersey
+$1.76M
3
EIP
Ellis Investment Partners
Pennsylvania
+$1.63M
4
Goldman Sachs
Goldman Sachs
New York
+$1.2M
5
Bank of America
Bank of America
North Carolina
+$1.13M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$2.58M
2
WA
WESPAC Advisors
California
-$1.62M
3
Wells Fargo
Wells Fargo
California
-$1.44M
4
UBS Group
UBS Group
Switzerland
-$1.43M
5
IWM
IHT Wealth Management
Illinois
-$881K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
76
Concourse Financial Group Securities
Alabama
$27K -$11.4K -695 -30%
GRP
77
Global Retirement Partners
California
$27K +$318 +20 +1%
DWM
78
Darwin Wealth Management
Florida
$26K +$26K +1,630 New
CAN
79
Claraphi Advisory Network
United States
$19K +$19K +1,172 New
US Bancorp
80
US Bancorp
Minnesota
$18K – – –
Deutsche Bank
81
Deutsche Bank
Germany
$16K +$79 +5 +0.5%
KPW
82
Kore Private Wealth
New York
$16K +$16K +1,000 New
WCG
83
Weaver Consulting Group
California
$10K – – –
CAC
84
Certified Advisory Corp
Florida
$9K – – –
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
GWM
86
Geneos Wealth Management
Colorado
$8K – – –
FHA
87
Flagship Harbor Advisors
Massachusetts
$5K – – –
SIM
88
Sonora Investment Management
Arizona
$2K -$2.9K -145 -59%
OPS
89
Orion Portfolio Solutions
Nebraska
$2K +$2K +104 New
WLPWM
90
Walled Lake Planning & Wealth Management
Illinois
$1K +$1K +43 New
PPA
91
Parametric Portfolio Associates
Washington
– -$2.58M -108,372 Closed
WA
92
WESPAC Advisors
California
– -$1.62M -68,284 Closed
IWM
93
IHT Wealth Management
Illinois
– -$881K -37,044 Closed
MML Investors Services
94
MML Investors Services
Massachusetts
– -$756K -31,790 Closed
IAA
95
Independent Advisor Alliance
North Carolina
– -$384K -16,122 Closed
AL
96
Aspiriant LLC
California
– -$348K -14,646 Closed
Stifel Financial
97
Stifel Financial
Missouri
– -$262K -11,005 Closed
Creative Planning
98
Creative Planning
Kansas
– -$246K -10,344 Closed
Lido Advisors
99
Lido Advisors
California
– -$239K -10,061 Closed
PAG
100
Private Advisor Group
New Jersey
– -$222K -9,352 Closed
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