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Cohen & Steers REIT and Preferred and Income Fund

88 hedge funds and large institutions have $172M invested in Cohen & Steers REIT and Preferred and Income Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
30
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MGAM
1
McGowan Group Asset Management
Texas
$25M -$208K -10,701 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$15.1M +$575K +29,609 +4%
Wells Fargo
3
Wells Fargo
California
$14.6M +$851K +43,825 +6%
UBS Group
4
UBS Group
Switzerland
$10.6M -$4.72M -243,156 -31%
PPA
5
Parametric Portfolio Associates
Washington
$10.3M +$102K +5,250 +1%
CP
6
Camelot Portfolios
Ohio
$8.4M -$507K -26,104 -6%
Bank of America
7
Bank of America
North Carolina
$7.84M -$586K -30,183 -7%
AAM
8
Advisors Asset Management
Colorado
$7.1M +$1.81M +93,330 +34%
WAM
9
Wolverine Asset Management
Illinois
$6.04M -$593K -30,518 -9%
DBT
10
Dubuque Bank & Trust
Iowa
$5.42M +$539K +27,769 +11%
CA
11
Cornerstone Advisors
North Carolina
$5.15M -$656K -33,760 -11%
LPL Financial
12
LPL Financial
California
$3.81M +$16.6K +853 +0.4%
BCWM
13
Bartlett & Co Wealth Management
Ohio
$3.71M -$17.5K -900 -0.5%
BC
14
Bartlett & Co
Ohio
$3.71M -$17.5K -900 -0.5%
Bessemer Group
15
Bessemer Group
New Jersey
$3.64M -$1.5M -77,000 -29%
First Trust Advisors
16
First Trust Advisors
Illinois
$3.45M +$523K +26,927 +18%
RJA
17
Raymond James & Associates
Florida
$3.38M +$674K +34,707 +25%
CFA
18
Carroll Financial Associates
North Carolina
$3.17M +$2.19M +113,006 +226%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.9M +$306K +15,767 +12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.73M -$25.1K -1,291 -0.9%
CAN
21
Cetera Advisor Networks
California
$2.2M +$2.2M +113,325 New
RCM
22
RB Capital Management
Nevada
$1.96M +$3.59K +185 +0.2%
CIA
23
Capital Investment Advisors
Georgia
$1.79M +$1.4K +72 +0.1%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.66M
OA
25
Oxbow Advisors
Texas
$1.56M +$52.5K +2,706 +3%