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Cohen & Steers REIT and Preferred and Income Fund

98 hedge funds and large institutions have $145M invested in Cohen & Steers REIT and Preferred and Income Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
25
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
101
COWA LLC
Oklahoma
-$1.5K -29,400 Closed
AAS
102
Avantax Advisory Services
Texas
-$361K -18,494 Closed
Creative Planning
103
Creative Planning
Kansas
-$323K -16,537 Closed
WMA
104
West Michigan Advisors
Michigan
-$275K -14,080 Closed
RA
105
RFG Advisory
Alabama
-$247K -12,636 Closed
VF
106
Virtu Financial
New York
-$240K -12,283 Closed
AAS
107
Ameritas Advisory Services
Nebraska
-$95.6K -4,900 Closed
S
108
SignatureFD
Georgia
-$48.8K -2,500 Closed
WWM
109
Wolff Wiese Magana
California
-$45.8K -2,349 Closed
BAM
110
Belpointe Asset Management
Nevada
-$29.3K -1,500 Closed
NC
111
NewSquare Capital
Pennsylvania
-$6.71K -344 Closed
CSWM
112
Cassady Schiller Wealth Management
Ohio
-$2.24K -115 Closed