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Cohen & Steers REIT and Preferred and Income Fund
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Overview Fund Activity

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
+1
Holders Change %
+0.81%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
43
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$7.08M
2
XF
XML Financial
Maryland
+$4.35M
3
Ameriprise
Ameriprise
Minnesota
+$2.81M
4
SIS
Sound Income Strategies
Florida
+$989K
5
VVP
Venture Visionary Partners
Ohio
+$871K

Top Sellers

1
JWM
JP Wealth Management
South Carolina
-$5.19M
2
EIP
Ellis Investment Partners
Pennsylvania
-$702K
3
WAM
Wolverine Asset Management
Illinois
-$524K
4
Morgan Stanley
Morgan Stanley
New York
-$495K
5
Invesco
Invesco
Georgia
-$414K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
101
SOA Wealth Advisors
New York
$21.6K +$21.6K +21,570 New
NA
102
NewEdge Advisors
Louisiana
$18.1K – – –
TFA
103
Toth Financial Advisory
Virginia
$17.7K +$1.9K +86 +12%
MFA
104
McClarren Financial Advisors
Pennsylvania
$16K +$16K +22 New
FGA
105
Fortis Group Advisors
New Jersey
$13.2K – – –
CIA
106
Cape Investment Advisory
Georgia
$13.2K +$13.2K +600 New
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 +$7.84K +355 +280%
HFM
111
Hartford Financial Management
Connecticut
$9.8K – – –
CAM
112
Costello Asset Management
Pennsylvania
$9.19K +$9.19K +416 New
TCM
113
TD Capital Management
Tennessee
$9.03K +$9.03K +409 New
TC
114
Trust Company
Kansas
$8.83K +$8.83K +400 New
LFG
115
Larson Financial Group
Missouri
$8.83K +$8.83K +400 New
BHWM
116
Beaird Harris Wealth Management
Texas
$6.62K +$6.62K +300 New
IA
117
IFP Advisors
Florida
$5.72K – – –
HBW
118
Hazlett, Burt & Watson
West Virginia
$5K +$96 +4 +2%
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 +$22 +1 +100%
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$19 +$19 +1 New
2 3 4
5
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