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Cohen & Steers REIT and Preferred and Income Fund

131 hedge funds and large institutions have $193M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

0.38% more ownership

Funds ownership: 19.93%20.31% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

3% less funds holding

Funds holding: 135131 (-4)

10% less capital invested

Capital invested by funds: $214M → $193M (-$21.2M)

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
38
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
126
EverSource Wealth Advisors
Alabama
$1.48K +$1.54K +74 New
ETC
127
Exchange Traded Concepts
Oklahoma
$993 -$187 -9 -15%
WWM
128
Wolff Wiese Magana
California
$557
TRCT
129
Tower Research Capital (TRC)
New York
$258 +$228 +11 +550%
AssetMark Inc
130
AssetMark Inc
California
$238 +$249 +12 New
HCM
131
Hollencrest Capital Management
California
$199
CPRC
132
Consolidated Portfolio Review Corp
New York
-$2.12M -94,445 Closed
CCM
133
Campbell Capital Management
Florida
-$1.27M -56,478 Closed
AAM
134
Advisors Asset Management
Colorado
-$949K -42,228 Closed
QFW
135
QTR Family Wealth
Florida
-$382K -17,000 Closed
Invesco
136
Invesco
Georgia
-$379K -16,859 Closed
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
-$277K -12,312 Closed
AAS
138
Ameritas Advisory Services
Nebraska
-$241K -10,725 Closed
NAS
139
NWF Advisory Services
California
-$222K -9,867 Closed
LWM
140
Lakeridge Wealth Management
Ohio
-$220K -9,770 Closed
MWM
141
Modern Wealth Management
Kansas
-$214K -9,520 Closed
IWM
142
IHT Wealth Management
Illinois
-$209K -9,305 Closed
GWM
143
Geneos Wealth Management
Colorado
-$113K -5,037 Closed
TWC
144
TD Waterhouse Canada
Ontario, Canada
-$112K -5,000 Closed
EB
145
Eastern Bank
Massachusetts
-$54.4K -2,420 Closed
MSG
146
Main Street Group
Virginia
-$23.4K -1,040 Closed
WANY
147
Wealthspire Advisors (New York)
New York
-$16.5K -736 Closed
CAM
148
Costello Asset Management
Pennsylvania
-$9.36K -416 Closed
KFP
149
Kerr Financial Planning
California
-$8.23K -400 Closed
PS
150
Principal Securities
Iowa
-$5.13K -228 Closed