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Cohen & Steers REIT and Preferred and Income Fund

110 hedge funds and large institutions have $175M invested in Cohen & Steers REIT and Preferred and Income Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-11
Holders Change %
-9.09%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
38
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$203K
GLLW
77
Graves Light Lenhart Wealth
Virginia
$171K
First Manhattan
78
First Manhattan
New York
$157K
IA
79
IFP Advisors
Florida
$132K
AWM
80
Avior Wealth Management
Nebraska
$122K +$2K +94 +2%
PTC
81
Private Trust Company
Ohio
$110K +$110K +5,200 New
CA
82
CoreCap Advisors
Michigan
$93K +$93K +4,368 New
US Bancorp
83
US Bancorp
Minnesota
$67K +$29.9K +1,400 +80%
ICM
84
Islay Capital Management
Texas
$64K
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$62K +$1.32K +62 +2%
WWM
86
Wolff Wiese Magana
California
$50K
IRC
87
Investors Research Corp
Georgia
$47K
TCWM
88
Total Clarity Wealth Management
Illinois
$44K +$44K +2,067 New
HNWAG
89
High Net Worth Advisory Group
Florida
$43K
SWM
90
SeaCrest Wealth Management
New York
$38K +$38K +1,758 New
GRP
91
Global Retirement Partners
California
$35K +$341 +16 +1%
ANBT
92
American National Bank & Trust
Texas
$33K
CCA
93
Column Capital Advisors
Indiana
$30K -$18.6K -881 -38%
AF
94
Advisornet Financial
Minnesota
$24K
BFEC
95
Benjamin F. Edwards & Company
Missouri
$23K +$20K +945 +675%
HFM
96
Hartford Financial Management
Connecticut
$16K -$580 -28 -4%
BWL
97
Bogart Wealth LLC
Virginia
$12K
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$11K
RCM
99
Raleigh Capital Management
North Carolina
$11K +$2.54K +120 +30%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$9K +$4.51K +200 +101%