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Cohen & Steers REIT and Preferred and Income Fund

121 hedge funds and large institutions have $219M invested in Cohen & Steers REIT and Preferred and Income Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
41
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
101
Global Retirement Partners
California
$36K +$36K +1,624 New
AF
102
Advisornet Financial
Minnesota
$31K -$757K -27,975 -96%
T
103
TCWP
Ohio
$28K +$28K +1,070 New
HFM
104
Hartford Financial Management
Connecticut
$22K
BWL
105
Bogart Wealth LLC
Virginia
$15K
QC
106
Quent Capital
New York
$14K +$14K +522 New
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$78K -3,000 -86%
RCM
108
Raleigh Capital Management
North Carolina
$11K +$11K +400 New
RG
109
Retirement Group
California
$10K
WAM
110
Worth Asset Management
Texas
$8K +$8K +350 New
ACM
111
Antonetti Capital Management
Florida
$5K -$17.5K -700 -78%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$5K -$101 -4 -2%
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$5K
CAL
114
Capital Analysts LLC
Pennsylvania
$5K +$87 +3 +2%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$4K +$4K +140 New
CFGS
116
Concourse Financial Group Securities
Alabama
$3K -$44.2K -1,606 -94%
MCC
117
Money Concepts Capital
Florida
$3K +$3K +104 New
MFT
118
Moisand Fitzgerald Tamayo
Florida
$2K +$2K +92 New
CCP
119
Clough Capital Partners
Massachusetts
-$487K -17,000 Closed
CRWM
120
Castle Rock Wealth Management
California
-$344K -13,206 Closed
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$306K -10,681 Closed
SPC
122
Sigma Planning Corp
Michigan
-$298K -10,406 Closed
MAG
123
MRA Advisory Group
New Jersey
-$227K -7,926 Closed
GWM
124
Geneos Wealth Management
Colorado
-$225K -7,895 Closed
KA
125
Kovack Advisors
Florida
-$222K -7,770 Closed