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Cohen & Steers REIT and Preferred and Income Fund

96 hedge funds and large institutions have $171M invested in Cohen & Steers REIT and Preferred and Income Fund in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+15
Holders Change %
+18.52%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
27
Increased
25
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MGAM
1
McGowan Group Asset Management
Texas
$22.2M -$296K -16,630 -1%
Morgan Stanley
2
Morgan Stanley
New York
$15.2M +$1.42M +79,654 +10%
Wells Fargo
3
Wells Fargo
California
$12.2M -$910K -51,103 -7%
PPA
4
Parametric Portfolio Associates
Washington
$8.96M -$356K -20,019 -4%
AAM
5
Advisors Asset Management
Colorado
$8.54M +$1.42M +79,553 +20%
JFGIW
6
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.17M +$7.73M +434,038 +1,736%
UBS Group
7
UBS Group
Switzerland
$7.87M -$1.49M -83,479 -16%
CP
8
Camelot Portfolios
Ohio
$7.76M +$124K +6,964 +2%
Bank of America
9
Bank of America
North Carolina
$7.64M +$149K +8,353 +2%
EIP
10
Ellis Investment Partners
Pennsylvania
$6.58M +$6.58M +352,909 New
CA
11
Cornerstone Advisors
North Carolina
$5.74M +$3.3M +185,182 +135%
DBT
12
Dubuque Bank & Trust
Iowa
$5.29M +$222K +12,473 +4%
LPL Financial
13
LPL Financial
California
$4.16M +$477K +26,785 +13%
RJA
14
Raymond James & Associates
Florida
$4.06M +$754K +42,344 +23%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.45M -$26.2K -1,470 -0.8%
BCWM
16
Bartlett & Co Wealth Management
Ohio
$3.44M -$5.34K -300 -0.2%
BC
17
Bartlett & Co
Ohio
$3.44M -$5.34K -300 -0.2%
First Trust Advisors
18
First Trust Advisors
Illinois
$3.18M -$243K -13,645 -7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.7M -$206K -11,588 -7%
CFA
20
Carroll Financial Associates
North Carolina
$1.99M +$1.99M +109,141 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.78M +$201K +11,303 +13%
CCM
22
Campbell Capital Management
Florida
$1.76M +$1.76M +99,117 New
RCM
23
RB Capital Management
Nevada
$1.67M -$119K -6,677 -7%
CIA
24
Capital Investment Advisors
Georgia
$1.62M +$6.91K +388 +0.4%
CAN
25
Cetera Advisor Networks
California
$1.62M +$574K +32,127 +55%