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Cohen & Steers REIT and Preferred and Income Fund

119 hedge funds and large institutions have $234M invested in Cohen & Steers REIT and Preferred and Income Fund in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
32
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IRC
101
Investors Research Corp
Georgia
$60K
GRP
102
Global Retirement Partners
California
$49K +$464 +17 +1%
WP
103
WealthShield Partners
North Carolina
$49K +$6.14K +226 +14%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$44K
US Bancorp
105
US Bancorp
Minnesota
$42K +$3.24K +118 +8%
CFA
106
Carroll Financial Associates
North Carolina
$40K +$40K +1,500 New
Deutsche Bank
107
Deutsche Bank
Germany
$28K
HFM
108
Hartford Financial Management
Connecticut
$22K
DOA
109
D'Orazio & Associates
Virginia
$17K -$9.19K -331 -35%
GWM
110
Geneos Wealth Management
Colorado
$16K
BWL
111
Bogart Wealth LLC
Virginia
$15K +$15K +560 New
CFGS
112
Concourse Financial Group Securities
Alabama
$13K -$1.8K -68 -12%
AWA
113
Arkadios Wealth Advisors
Georgia
$10K -$43.8K -1,750 -81%
TAM
114
Tucker Asset Management
Colorado
$5.25K
CCC
115
Crescent Capital Consulting
Louisiana
$3K
GWSG
116
GPS Wealth Strategies Group
Colorado
$3K +$3K +127 New
H
117
HoyleCohen
California
$614 +$5 +200 +0.9%
PFS
118
Prospera Financial Services
Texas
-$706K -28,940 Closed
Creative Planning
119
Creative Planning
Kansas
-$221K -9,051 Closed
IAIM
120
International Assets Investment Management
Florida
-$78K -3,436 Closed
VBCG
121
Valley Brook Capital Group
Pennsylvania
-$39K -1,600 Closed
CL
122
COWA LLC
Oklahoma
-$36K -1,500 Closed
SFS
123
Sowell Financial Services
Arkansas
-$17K -675 Closed
TCWM
124
Total Clarity Wealth Management
Illinois
-$12K -500 Closed
SW
125
SVB Wealth
Massachusetts
-$9K -400 Closed