We are live on ! Find out more
RNP icon

Cohen & Steers REIT and Preferred and Income Fund

119 hedge funds and large institutions have $182M invested in Cohen & Steers REIT and Preferred and Income Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.11% less ownership

Funds ownership: 20.31%19.19% (-1.1%)

6% less capital invested

Capital invested by funds: $193M → $182M (-$11.6M)

9% less funds holding

Funds holding: 131119 (-12)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
119
Holders Change
-12
Holders Change %
-9.16%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
38
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
101
Truvestments Capital
Florida
$18.1K
NA
102
NewEdge Advisors
Louisiana
$16.2K
FGA
103
Fortis Group Advisors
New Jersey
$11.9K
BWL
104
Bogart Wealth LLC
Virginia
$11.1K
HFM
105
Hartford Financial Management
Connecticut
$8.77K
PWA
106
Physician Wealth Advisors
Utah
$7.41K
JFG
107
JDM Financial Group
Texas
$5.36K
IA
108
IFP Advisors
Florida
$5.12K
HBW
109
Hazlett, Burt & Watson
West Virginia
$5K +$83 +4 +2%
HWP
110
Highline Wealth Partners
California
$2.96K
SS
111
Sunbelt Securities
Texas
$2.96K
APW
112
Aventura Private Wealth
Florida
$2.67K +$2.79K +135 New
BHWM
113
Beaird Harris Wealth Management
Texas
$1.94K +$2.02K +98 New
GFA
114
Godfrey Financial Associates
New York
$1.88K
EWA
115
EverSource Wealth Advisors
Alabama
$1.5K +$41 +2 +3%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$869 +$908 +44 New
WWM
117
Wolff Wiese Magana
California
$554
TRCT
118
Tower Research Capital (TRC)
New York
$217 -$41 -2 -15%
HCM
119
Hollencrest Capital Management
California
$198
SFS
120
Shaker Financial Services
Virginia
-$802K -40,372 Closed
VF
121
Virtu Financial
New York
-$403K -20,283 Closed
OPWM
122
Oregon Pacific Wealth Management
Oregon
-$272K -13,702 Closed
EH
123
Equitable Holdings
New York
-$225K -11,308 Closed
CP
124
Camelot Portfolios
Ohio
-$185K -9,319 Closed
AAP
125
Arax Advisory Partners
Colorado
-$67.2K -3,385 Closed