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Cohen & Steers REIT and Preferred and Income Fund

124 hedge funds and large institutions have $1.6B invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
35
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MPW
76
Monterey Private Wealth
California
$207K +$207K +9,902 New
IWM
77
IHT Wealth Management
Illinois
$205K -$132K -6,296 -39%
LWM
78
Lakeridge Wealth Management
Ohio
$204K
GWM
79
Geneos Wealth Management
Colorado
$195K +$195K +9,336 New
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$188K -$10.5K -500 -5%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$163K +$161K +7,691 +7,121%
PTC
82
Private Trust Company
Ohio
$151K
AWM
83
Avior Wealth Management
Nebraska
$148K +$2.68K +128 +2%
EC
84
Elequin Capital
New York
$131K +$131K +6,251 New
SWM
85
Spire Wealth Management
Virginia
$123K +$123K +5,892 New
TWC
86
TD Waterhouse Canada
Ontario, Canada
$104K +$104K +5,000 New
CA
87
CoreCap Advisors
Michigan
$86.9K
MCM
88
MAI Capital Management
Ohio
$85.6K +$85.6K +4,095 New
MCM
89
Manchester Capital Management
Vermont
$83.6K
VHAM
90
Van Hulzen Asset Management
California
$75.6K +$75.6K +3,618 New
CSC
91
Caldwell Sutter Capital
California
$62.7K
ICM
92
Islay Capital Management
Texas
$62.7K
EWA
93
EverSource Wealth Advisors
Alabama
$57.5K
CFB
94
Cullen/Frost Bankers
Texas
$56.6K
PFBT
95
Parkside Financial Bank & Trust
Missouri
$52.3K
IRC
96
Investors Research Corp
Georgia
$46K
CAL
97
Capital Advisors Ltd
Ohio
$42K
AG
98
AmeriFlex Group
Nevada
$31.9K +$31.9K +1,469 New
MSG
99
Main Street Group
Virginia
$21.7K
SWM
100
Sanctuary Wealth Management
Idaho
$20.9K