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Cohen & Steers REIT and Preferred and Income Fund

124 hedge funds and large institutions have $1.6B invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
35
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$17.1K
TFA
102
Toth Financial Advisory
Virginia
$14.9K +$2.17K +104 +17%
CAS
103
Coppell Advisory Solutions
Texas
$13.2K -$19.3K -929 -59%
FGA
104
Fortis Group Advisors
New Jersey
$12.5K
Jones Financial Companies
105
Jones Financial Companies
Missouri
$12.1K +$12.1K +578 New
BWL
106
Bogart Wealth LLC
Virginia
$11.7K
MIA
107
MeadowBrook Investment Advisors
Michigan
$11.3K -$2.09K -100 -16%
AF
108
Allworth Financial
California
$11K
LDB
109
Lee, Danner & Bass
Tennessee
$9.34K +$9.34K +447 New
HFM
110
Hartford Financial Management
Connecticut
$9.28K
PWA
111
Provenance Wealth Advisors
Florida
$7.48K
WA
112
WPG Advisers
Maryland
$6.48K +$6.48K +310 New
AA
113
AlphaMark Advisors
Kentucky
$6K +$116 +6 +2%
HNB
114
Huntington National Bank
Ohio
$5.75K -$16.6K
IA
115
IFP Advisors
Florida
$5.41K
ANBT
116
American National Bank & Trust
Texas
$4.56K -$6.27K -300 -58%
HBW
117
Hazlett, Burt & Watson
West Virginia
$4K +$78 +4 +2%
SS
118
Sunbelt Securities
Texas
$3.12K +$3.12K +150 New
JFG
119
JDM Financial Group
Texas
$2.65K +$2.65K +127 New
ME
120
McIlrath & Eck
Washington
$2.61K +$2.61K +125 New
WWM
121
Wolff Wiese Magana
California
$586 +$586 +28 New
HCM
122
Hollencrest Capital Management
California
$209
PA
123
Parallel Advisors
California
$63
NS
124
NBC Securities
Alabama
$56 -$75.5K -2,698 -100%
TRCT
125
Tower Research Capital (TRC)
New York
$21