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Cohen & Steers REIT and Preferred and Income Fund
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Overview Fund Activity

125 hedge funds and large institutions have $193M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
43
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$7.08M
2
XF
XML Financial
Maryland
+$4.35M
3
Ameriprise
Ameriprise
Minnesota
+$2.81M
4
SIS
Sound Income Strategies
Florida
+$989K
5
VVP
Venture Visionary Partners
Ohio
+$871K

Top Sellers

1
JWM
JP Wealth Management
South Carolina
-$5.19M
2
EIP
Ellis Investment Partners
Pennsylvania
-$702K
3
WAM
Wolverine Asset Management
Illinois
-$524K
4
Morgan Stanley
Morgan Stanley
New York
-$495K
5
Invesco
Invesco
Georgia
-$414K
Name Holding Trade Value Shares
Change 		Shares
Change %
NAS
76
NWF Advisory Services
California
$219K +$219K +9,902 New
IWM
77
IHT Wealth Management
Illinois
$216K -$794 -36 -0.4%
LWM
78
Lakeridge Wealth Management
Ohio
$216K – – –
Mariner
79
Mariner
Kansas
$212K +$212K +9,621 New
IA
80
Intellus Advisors
Florida
$204K +$204K +9,239 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$199K – – –
PTC
82
Private Trust Company
Ohio
$159K – – –
SWM
83
Spire Wealth Management
Virginia
$132K +$2.43K +110 +2%
TWC
84
TD Waterhouse Canada
Ontario, Canada
$110K – – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$94K -$78.2K -3,542 -45%
CA
86
CoreCap Advisors
Michigan
$91.7K – – –
MCM
87
MAI Capital Management
Ohio
$89.3K -$1.1K -50 -1%
MCM
88
Manchester Capital Management
Vermont
$88.3K – – –
CSC
89
Caldwell Sutter Capital
California
$66.2K – – –
ICM
90
Islay Capital Management
Texas
$66.2K – – –
EWA
91
EverSource Wealth Advisors
Alabama
$60.7K – – –
CFB
92
Cullen/Frost Bankers
Texas
$59.8K – – –
NS
93
NBC Securities
Alabama
$59K +$59K +2,698 +134,900%
PFBT
94
Parkside Financial Bank & Trust
Missouri
$55.2K – – –
IRC
95
Investors Research Corp
Georgia
$48.6K – – –
CAL
96
Capital Advisors Ltd
Ohio
$44K – – –
Jones Financial Companies
97
Jones Financial Companies
Missouri
$43.9K +$31.2K +1,422 +246%
NC
98
NewSquare Capital
Pennsylvania
$33.1K +$33.1K +1,500 New
AG
99
AmeriFlex Group
Nevada
$32.4K – – –
MSG
100
Main Street Group
Virginia
$23K – – –
2 3
4
5 6