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Cohen & Steers REIT and Preferred and Income Fund

125 hedge funds and large institutions have $193M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$5.19M
2 -$702K
3 -$524K
4
Morgan Stanley
Morgan Stanley
New York
-$495K
5
Invesco
Invesco
Georgia
-$414K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
SOA Wealth Advisors
New York
$21.6K
NA
102
NewEdge Advisors
Louisiana
$18.1K
TFA
103
Toth Financial Advisory
Virginia
$17.7K
MFA
104
McClarren Financial Advisors
Pennsylvania
$16K
FGA
105
Fortis Group Advisors
New Jersey
$13.2K
CIA
106
Cape Investment Advisory
Georgia
$13.2K
BWL
107
Bogart Wealth LLC
Virginia
$12.4K
MIA
108
MeadowBrook Investment Advisors
Michigan
$11.9K
AF
109
Allworth Financial
California
$10.8K
JFG
110
JDM Financial Group
Texas
$10.6K
HFM
111
Hartford Financial Management
Connecticut
$9.8K
CAM
112
Costello Asset Management
Pennsylvania
$9.19K
TCM
113
TD Capital Management
Tennessee
$9.03K
LFG
114
Larson Financial Group
Missouri
$8.83K
TC
115
Trust Company
Kansas
$8.83K
BHWM
116
Beaird Harris Wealth Management
Texas
$6.62K
IA
117
IFP Advisors
Florida
$5.72K
HBW
118
Hazlett, Burt & Watson
West Virginia
$5K
ANBT
119
American National Bank & Trust
Texas
$4.81K
SS
120
Sunbelt Securities
Texas
$3.31K
WWM
121
Wolff Wiese Magana
California
$618
HCM
122
Hollencrest Capital Management
California
$221
PA
123
Parallel Advisors
California
$66
TRCT
124
Tower Research Capital (TRC)
New York
$44
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$19