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Cohen & Steers REIT and Preferred and Income Fund

78 hedge funds and large institutions have $139M invested in Cohen & Steers REIT and Preferred and Income Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
27
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$15.9M +$5.57M +327,518 +54%
Morgan Stanley
2
Morgan Stanley
New York
$14.7M -$1.65M -96,782 -10%
PPA
3
Parametric Portfolio Associates
Washington
$11.9M +$1.58M +93,105 +15%
CA
4
Cornerstone Advisors
North Carolina
$10.1M +$1.55M +91,211 +18%
Bank of America
5
Bank of America
North Carolina
$7.09M +$1.08M +63,373 +18%
Wells Fargo
6
Wells Fargo
California
$6.35M +$430K +25,307 +7%
CP
7
Camelot Portfolios
Ohio
$6.33M -$304K -17,878 -5%
GC
8
Guggenheim Capital
Illinois
$5.35M -$2.25M -132,678 -30%
LPL Financial
9
LPL Financial
California
$5.35M -$6.87K -404 -0.1%
WAM
10
Wolverine Asset Management
Illinois
$5.25M -$1.59M -93,721 -23%
BC
11
Brookfield Corp
Ontario, Canada
$5.17M
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$4.65M -$2.47M -146,300 -35%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.63M +$398K +23,382 +12%
Invesco
14
Invesco
Georgia
$3.02M -$299K -17,568 -9%
U
15
UBS
Switzerland
$2.87M +$313K +18,440 +12%
CIA
16
Capital Investment Advisors
Georgia
$2.64M -$111K -6,545 -4%
BTS
17
BB&T Securities
Virginia
$2.57M +$15.3K +90 +0.6%
RCM
18
Rivernorth Capital Management
Florida
$2.44M +$190K +11,200 +8%
CS
19
Credit Suisse
Switzerland
$2.38M -$44K -2,587 -2%
AQR Capital Management
20
AQR Capital Management
Connecticut
$1.96M +$97.5K +5,734 +5%
RJA
21
Raymond James & Associates
Florida
$1.85M -$359K -21,147 -16%
BC
22
Bartlett & Co
Ohio
$1.72M +$263K +15,500 +18%
DA
23
Doliver Advisors
Texas
$1.32M +$969K +56,993 +275%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.28M -$649K
COLIM
25
City of London Investment Management
United Kingdom
$1.15M +$15.4K +900 +1%