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Cohen & Steers REIT and Preferred and Income Fund

128 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 19 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

10% less capital invested

Capital invested by funds: $214M → $193M (-$21.4M)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

Holders
128
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
TRCT
126
Tower Research Capital (TRC)
New York
$258
AssetMark Inc
127
AssetMark Inc
California
$238
HCM
128
Hollencrest Capital Management
California
$199
CPRC
129
Consolidated Portfolio Review Corp
New York
CCM
130
Campbell Capital Management
Florida
AAM
131
Advisors Asset Management
Colorado
QFW
132
QTR Family Wealth
Florida
Invesco
133
Invesco
Georgia
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
AAS
135
Ameritas Advisory Services
Nebraska
NAS
136
NWF Advisory Services
California
LWM
137
Lakeridge Wealth Management
Ohio
MWM
138
Modern Wealth Management
Kansas
IWM
139
IHT Wealth Management
Illinois
GWM
140
Geneos Wealth Management
Colorado
TWC
141
TD Waterhouse Canada
Ontario, Canada
EB
142
Eastern Bank
Massachusetts
MSG
143
Main Street Group
Virginia
WANY
144
Wealthspire Advisors (New York)
New York
CAM
145
Costello Asset Management
Pennsylvania
KFP
146
Kerr Financial Planning
California
PS
147
Principal Securities
Iowa
Russell Investments Group
148
Russell Investments Group
United Kingdom
PA
149
Parallel Advisors
California
KA
150
Kozak & Associates
Colorado