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Cohen & Steers REIT and Preferred and Income Fund

98 hedge funds and large institutions have $129M invested in Cohen & Steers REIT and Preferred and Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
25
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IRC
76
Investors Research Corp
Georgia
$37.8K
US Bancorp
77
US Bancorp
Minnesota
$28.1K -$5.8K -338 -17%
ANBT
78
American National Bank & Trust
Texas
$23.2K
CFD
79
Creative Financial Designs
Indiana
$17.9K +$17.9K +1,042 New
SWM
80
Sanctuary Wealth Management
Idaho
$17.2K
HGERS
81
Householder Group Estate & Retirement Specialist
Arizona
$15.8K +$15.8K +917 New
NA
82
NewEdge Advisors
Louisiana
$14K
FGA
83
Fortis Group Advisors
New Jersey
$10.3K +$10.3K +600 New
BWL
84
Bogart Wealth LLC
Virginia
$9.61K
RCM
85
Raleigh Capital Management
North Carolina
$8.92K +$1.72K +100 +24%
HFM
86
Hartford Financial Management
Connecticut
$7.62K
RG
87
Retirement Group
California
$6.26K
BTI
88
Blue Trust Inc
Georgia
$5K
AA
89
AlphaMark Advisors
Kentucky
$5K +$5K +283 New
AF
90
Allworth Financial
California
$4.69K
IA
91
IFP Advisors
Florida
$4.44K -$875 -51 -16%
CAL
92
Capital Analysts LLC
Pennsylvania
$3K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$2K -$4K -200 -67%
NCM
94
Northwest Capital Management
Oregon
$1.72K
TRCT
95
Tower Research Capital (TRC)
New York
$395 +$395 +23 New
ACM
96
Antonetti Capital Management
Florida
$344
HCM
97
Hollencrest Capital Management
California
$172
PA
98
Parallel Advisors
California
$51 -$14.5K -850 -100%
BCM
99
Brookstone Capital Management
Illinois
-$841K -43,557 Closed
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
-$325K -17,131 Closed