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Cohen & Steers REIT and Preferred and Income Fund

131 hedge funds and large institutions have $207M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$213K
CWM
77
Cornerstone Wealth Management
Missouri
$210K
MML Investors Services
78
MML Investors Services
Massachusetts
$206K
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$205K
AAS
80
Annex Advisory Services
Wisconsin
$201K
PTC
81
Private Trust Company
Ohio
$164K
SWM
82
Spire Wealth Management
Virginia
$139K
TWC
83
TD Waterhouse Canada
Ontario, Canada
$114K
GWM
84
Geneos Wealth Management
Colorado
$113K
CA
85
CoreCap Advisors
Michigan
$94.6K
MCM
86
MAI Capital Management
Ohio
$92.1K
MCM
87
Manchester Capital Management
Vermont
$91.1K
CSC
88
Caldwell Sutter Capital
California
$68.3K
ICM
89
Islay Capital Management
Texas
$68.3K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$68K
EWA
91
EverSource Wealth Advisors
Alabama
$62.6K
CFB
92
Cullen/Frost Bankers
Texas
$61.7K
PFBT
93
Parkside Financial Bank & Trust
Missouri
$56.9K
AF
94
Allworth Financial
California
$50.4K
IRC
95
Investors Research Corp
Georgia
$50.1K
SWP
96
Strategic Wealth Partners
Ohio
$46.7K
CA
97
Clearstead Advisors
Ohio
$45.5K
CAL
98
Capital Advisors Ltd
Ohio
$45K
NC
99
NewSquare Capital
Pennsylvania
$34.2K
AG
100
AmeriFlex Group
Nevada
$32.6K