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Cohen & Steers REIT and Preferred and Income Fund

128 hedge funds and large institutions have $236M invested in Cohen & Steers REIT and Preferred and Income Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+17
Holders Change %
+15.32%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
39
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$298K +$298K +10,406 New
VVP
77
Venture Visionary Partners
Ohio
$279K +$23.4K +820 +9%
PGFC
78
Peapack-Gladstone Financial Corp
New Jersey
$273K -$13.2K -461 -5%
PFS
79
Prospera Financial Services
Texas
$252K +$252K +8,824 New
AA
80
Aire Advisors
California
$246K +$246K +8,584 New
SHWM
81
Silicon Hills Wealth Management
Texas
$242K
EAM
82
Evanson Asset Management
California
$236K
GLLW
83
Graves Light Lenhart Wealth
Virginia
$229K
FBB
84
Fulton Breakefield Broenniman
Maryland
$229K
FPAS
85
Focus Partners Advisor Solutions
Missouri
$229K +$229K +8,000 New
CA
86
Cetera Advisors
Colorado
$228K
MAG
87
MRA Advisory Group
New Jersey
$227K -$687 -24 -0.3%
GWM
88
Geneos Wealth Management
Colorado
$225K +$208K +7,287 +1,199%
GLA
89
Good Life Advisors
Pennsylvania
$223K +$223K +7,800 New
KA
90
Kovack Advisors
Florida
$222K +$222K +7,770 New
PAG
91
Private Advisory Group
Washington
$218K +$218K +7,627 New
BFS
92
Bard Financial Services
Connecticut
$215K +$215K +7,500 New
DLG
93
Daniel L. Goodwin
$215K +$215K +7,500 New
HIP
94
HUB Investment Partners
Texas
$212K +$212K +7,419 New
First Manhattan
95
First Manhattan
New York
$211K
Creative Planning
96
Creative Planning
Kansas
$204K +$204K +7,143 New
RM
97
Resource Management
Louisiana
$201K +$201K +7,025 New
TCWM
98
Total Clarity Wealth Management
Illinois
$163K +$49.1K +1,718 +43%
AWM
99
Avior Wealth Management
Nebraska
$158K +$2.17K +76 +1%
CA
100
CoreCap Advisors
Michigan
$125K +$125K +4,375 New