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Cohen & Steers REIT and Preferred and Income Fund

105 hedge funds and large institutions have $158M invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
28
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSC
76
Caldwell Sutter Capital
California
$63.1K 3,000
ICM
77
Islay Capital Management
Texas
$63.1K 3,000
CFB
78
Cullen/Frost Bankers
Texas
$57K 2,709 +2,709 New
NS
79
NBC Securities
Alabama
$56K 2,700
IRC
80
Investors Research Corp
Georgia
$46.3K 2,200
CAL
81
Capital Advisors Ltd
Ohio
$42K 1,987
ANBT
82
American National Bank & Trust
Texas
$28.4K 1,350
Jones Financial Companies
83
Jones Financial Companies
Missouri
$23.6K 1,124
CFD
84
Creative Financial Designs
Indiana
$21.9K 1,042
MSG
85
Main Street Group
Virginia
$21.9K 1,040 +1,040 New
SWM
86
Sanctuary Wealth Management
Idaho
$21K 1,000
HGERS
87
Householder Group Estate & Retirement Specialist
Arizona
$20.1K 957 +19 +2%
NA
88
NewEdge Advisors
Louisiana
$17.2K 818
AF
89
Allworth Financial
California
$16.6K 787 +514 +188%
MIA
90
MeadowBrook Investment Advisors
Michigan
$13.4K 639
FGA
91
Fortis Group Advisors
New Jersey
$12.6K 600 -600 -50%
RCM
92
Raleigh Capital Management
North Carolina
$12.6K 600
TFA
93
Toth Financial Advisory
Virginia
$12.1K 575 +110 +24%
BWL
94
Bogart Wealth LLC
Virginia
$11.8K 560
HFM
95
Hartford Financial Management
Connecticut
$9.34K 444
GJWM
96
Gilliland Jeter Wealth Management
Arkansas
$8.62K 410 +410 New
TF
97
Tompkins Financial
New York
$8.41K 400 +400 New
RG
98
Retirement Group
California
$7.68K 365
WAS
99
Winch Advisory Services
Wisconsin
$7.54K 359 +359 New
AA
100
AlphaMark Advisors
Kentucky
$6K 293 +8 +3%