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Cohen & Steers REIT and Preferred and Income Fund

92 hedge funds and large institutions have $179M invested in Cohen & Steers REIT and Preferred and Income Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
37
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.9M -$926K -42,811 -5%
Wells Fargo
2
Wells Fargo
California
$16.4M +$1.37M +63,377 +9%
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.8M +$2M +92,713 +19%
UBS Group
4
UBS Group
Switzerland
$10.5M +$826K +38,228 +9%
MGAM
5
McGowan Group Asset Management
Texas
$10.5M -$16.3M -755,581 -61%
AAM
6
Advisors Asset Management
Colorado
$9.65M -$995K -46,018 -9%
Bank of America
7
Bank of America
North Carolina
$8.82M -$117K -5,430 -1%
PPA
8
Parametric Portfolio Associates
Washington
$8.54M -$2.3M -106,565 -21%
EIP
9
Ellis Investment Partners
Pennsylvania
$8.44M +$113K +5,231 +1%
CP
10
Camelot Portfolios
Ohio
$8.14M -$418K -19,341 -5%
DBT
11
Dubuque Bank & Trust
Iowa
$6.59M +$152K +7,053 +2%
RJA
12
Raymond James & Associates
Florida
$5.87M +$611K +28,241 +12%
LPL Financial
13
LPL Financial
California
$4.6M -$58.8K -2,720 -1%
First Trust Advisors
14
First Trust Advisors
Illinois
$3.87M -$21.8K -1,008 -0.6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.67M +$145K +6,723 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.65M +$152K +7,045 +4%
BCWM
17
Bartlett & Co Wealth Management
Ohio
$3.22M -$965K -44,645 -23%
BC
18
Bartlett & Co
Ohio
$3.22M -$965K -44,645 -23%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.39M +$164K +7,598 +7%
CCM
20
Campbell Capital Management
Florida
$2.09M -$45.4K -2,100 -2%
RCM
21
RB Capital Management
Nevada
$2.06M +$23.9K +1,106 +1%
CIA
22
Capital Investment Advisors
Georgia
$1.95M +$11.4K +526 +0.6%
WA
23
WESPAC Advisors
California
$1.85M +$28K +1,294 +2%
OA
24
Oxbow Advisors
Texas
$1.7M -$30.1K -1,394 -2%
JG
25
Jefferies Group
New York
$1.5M +$303K +14,026 +25%