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Cohen & Steers REIT and Preferred and Income Fund

134 hedge funds and large institutions have $214M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$42K
GRP
102
Global Retirement Partners
California
$38.2K
CSC
103
Caldwell Sutter Capital
California
$27.4K
NS
104
NBC Securities
Alabama
$27K
MSG
105
Main Street Group
Virginia
$23.4K
JP Morgan Chase
106
JP Morgan Chase
New York
$22.6K
HC
107
Hurley Capital
New York
$22.5K
TC
108
Truvestments Capital
Florida
$20.6K
TFA
109
Toth Financial Advisory
Virginia
$19.8K
NA
110
NewEdge Advisors
Louisiana
$18.4K
WANY
111
Wealthspire Advisors (New York)
New York
$16.5K
FGA
112
Fortis Group Advisors
New Jersey
$13.5K
BWL
113
Bogart Wealth LLC
Virginia
$12.6K
HFM
114
Hartford Financial Management
Connecticut
$9.98K
CAM
115
Costello Asset Management
Pennsylvania
$9.36K
TCM
116
TD Capital Management
Tennessee
$9.19K
TC
117
Trust Company
Kansas
$8.99K
KFPC
118
KERR FINANCIAL PLANNING Corp
California
$8.23K
JFG
119
JDM Financial Group
Texas
$6.63K
RF
120
Rossby Financial
Florida
$6.33K
HBW
121
Hazlett, Burt & Watson
West Virginia
$6K
IA
122
IFP Advisors
Florida
$5.82K
PS
123
Principal Securities
Iowa
$5.13K
ANBT
124
American National Bank & Trust
Texas
$4.9K
Russell Investments Group
125
Russell Investments Group
United Kingdom
$4.5K