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Cohen & Steers REIT and Preferred and Income Fund

130 hedge funds and large institutions have $206M 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, 44 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
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
CWM
76
Cornerstone Wealth Management
Missouri
$210K
MML Investors Services
77
MML Investors Services
Massachusetts
$206K
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$205K
AAS
79
Annex Advisory Services
Wisconsin
$201K
PTC
80
Private Trust Company
Ohio
$164K
SWM
81
Spire Wealth Management
Virginia
$139K
TWC
82
TD Waterhouse Canada
Ontario, Canada
$114K
GWM
83
Geneos Wealth Management
Colorado
$113K
CA
84
CoreCap Advisors
Michigan
$94.6K
MCM
85
MAI Capital Management
Ohio
$92.1K
MCM
86
Manchester Capital Management
Vermont
$91.1K
ICM
87
Islay Capital Management
Texas
$68.3K
CSC
88
Caldwell Sutter Capital
California
$68.3K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$68K
EWA
90
EverSource Wealth Advisors
Alabama
$62.6K
CFB
91
Cullen/Frost Bankers
Texas
$61.7K
PFBT
92
Parkside Financial Bank & Trust
Missouri
$56.9K
AF
93
Allworth Financial
California
$50.4K
IRC
94
Investors Research Corp
Georgia
$50.1K
SWP
95
Strategic Wealth Partners
Ohio
$46.7K
CA
96
Clearstead Advisors
Ohio
$45.5K
CAL
97
Capital Advisors Ltd
Ohio
$45K
NC
98
NewSquare Capital
Pennsylvania
$34.2K
AG
99
AmeriFlex Group
Nevada
$32.6K
NS
100
NBC Securities
Alabama
$31K