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Cohen & Steers REIT and Preferred and Income Fund

131 hedge funds and large institutions have $193M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

0.38% more ownership

Funds ownership: 19.93%20.31% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

3% less funds holding

Funds holding: 135131 (-4)

10% less capital invested

Capital invested by funds: $214M → $193M (-$21.2M)

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
38
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$214K
CWM
77
Cornerstone Wealth Management
Missouri
$212K +$28K +1,347 +14%
VVP
78
Venture Visionary Partners
Ohio
$203K -$1.65M -79,599 -89%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$197K
CP
80
Camelot Portfolios
Ohio
$185K -$17.7K -851 -8%
JP Morgan Chase
81
JP Morgan Chase
New York
$136K +$121K +5,839 +580%
PTC
82
Private Trust Company
Ohio
$122K -$22.8K -1,100 -15%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$118K +$9.24K +445 +8%
TCM
84
Triumph Capital Management
Colorado
$87.9K +$91.8K +4,425 New
MCM
85
MAI Capital Management
Ohio
$80.3K
MCM
86
Manchester Capital Management
Vermont
$79.4K
KFAS
87
Keating Financial Advisory Services
Kansas
$72.7K +$76K +3,660 New
US Bancorp
88
US Bancorp
Minnesota
$70.6K
AAP
89
Arax Advisory Partners
Colorado
$67.2K
ICM
90
Islay Capital Management
Texas
$59.6K
CFB
91
Cullen/Frost Bankers
Texas
$53.8K
SWP
92
Strategic Wealth Partners
Ohio
$50.6K
PFBT
93
Parkside Financial Bank & Trust
Missouri
$49.6K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$44K +$6.99K +337 +18%
AF
95
Allworth Financial
California
$44K -$21 -1 -0%
IRC
96
Investors Research Corp
Georgia
$43.7K
CA
97
Clearstead Advisors
Ohio
$39.7K
CAL
98
Capital Advisors Ltd
Ohio
$39K
HWA
99
Heritage Wealth Advisors
Virginia
$34.9K +$36.5K +1,758 New
GRP
100
Global Retirement Partners
California
$33.8K