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Cohen & Steers REIT and Preferred and Income Fund

85 hedge funds and large institutions have $163M invested in Cohen & Steers REIT and Preferred and Income Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
13
Increased
28
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.4M +$1.38M +68,502 +6%
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.6M +$3.85M +190,604 +24%
EIP
3
Ellis Investment Partners
Pennsylvania
$11.8M +$88.8K +4,399 +0.8%
Wells Fargo
4
Wells Fargo
California
$11.7M +$693K +34,300 +6%
Bank of America
5
Bank of America
North Carolina
$9.87M +$363K +17,956 +4%
UBS Group
6
UBS Group
Switzerland
$8.99M -$1.06M -52,325 -11%
LPL Financial
7
LPL Financial
California
$7.04M +$350K +17,346 +5%
AAM
8
Advisors Asset Management
Colorado
$5.87M -$361K -17,895 -6%
RJA
9
Raymond James & Associates
Florida
$5.01M -$283K -13,999 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.62M +$281K +13,922 +6%
DBT
11
Dubuque Bank & Trust
Iowa
$4.3M -$209K -10,370 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.26M +$557K +27,573 +15%
CP
13
Camelot Portfolios
Ohio
$3.45M -$637K -31,568 -16%
First Trust Advisors
14
First Trust Advisors
Illinois
$3.22M -$102K -5,073 -3%
BC
15
Bartlett & Co
Ohio
$2.64M +$14.6K +725 +0.6%
BCWM
16
Bartlett & Co Wealth Management
Ohio
$2.63M +$14.6K +725 +0.6%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2.53M -$62.8K -3,108 -2%
CCM
18
Campbell Capital Management
Florida
$1.9M
RCM
19
RB Capital Management
Nevada
$1.75M -$242K -11,618 -12%
CIA
20
Capital Investment Advisors
Georgia
$1.71M -$7.99K -396 -0.5%
Truist Financial
21
Truist Financial
North Carolina
$1.58M -$16.1K -796 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.43M -$153K -7,589 -10%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.32M -$403K -19,953 -23%
GC
24
Guggenheim Capital
Illinois
$1.3M +$212K +10,513 +19%
AIP
25
Ahrens Investment Partners
Louisiana
$1.21M +$1.21M +59,900 New