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Cohen & Steers REIT and Preferred and Income Fund

107 hedge funds and large institutions have $205M invested in Cohen & Steers REIT and Preferred and Income Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
36
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFGIW
1
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.3M +$300K +12,292 +1%
Morgan Stanley
2
Morgan Stanley
New York
$24.3M -$4.42M -181,375 -15%
Wells Fargo
3
Wells Fargo
California
$14.9M +$666K +27,292 +5%
EIP
4
Ellis Investment Partners
Pennsylvania
$14.2M +$86.4K +3,542 +0.6%
Bank of America
5
Bank of America
North Carolina
$10M +$1.23M +50,603 +14%
UBS Group
6
UBS Group
Switzerland
$9.32M -$485K -19,890 -5%
LPL Financial
7
LPL Financial
California
$8.56M +$61.8K +2,534 +0.7%
AAM
8
Advisors Asset Management
Colorado
$7.21M +$916K +37,554 +15%
RJA
9
Raymond James & Associates
Florida
$6.54M -$44.9K -1,841 -0.7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.09M +$693K +28,422 +13%
PCM
11
Penserra Capital Management
California
$5.48M +$5.48M +224,779 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.12M -$461K -18,890 -8%
CP
13
Camelot Portfolios
Ohio
$3.87M +$4K +164 +0.1%
First Trust Advisors
14
First Trust Advisors
Illinois
$3.76M +$20.8K +852 +0.6%
DBT
15
Dubuque Bank & Trust
Iowa
$3.73M -$1.3M -53,510 -26%
AUB
16
Atlantic Union Bankshares
Virginia
$3.29M +$2.74M +112,185 +499%
BCWM
17
Bartlett & Co Wealth Management
Ohio
$3.15M -$32.9K -1,350 -1%
BC
18
Bartlett & Co
Ohio
$3.15M -$32.9K -1,350 -1%
Ameriprise
19
Ameriprise
Minnesota
$2.38M +$46.6K +1,912 +2%
HI
20
Harbour Investments
Wisconsin
$2.32M +$2.32M +94,954 New
CCM
21
Campbell Capital Management
Florida
$2.29M
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$2.18M -$843K -34,556 -28%
CIA
23
Capital Investment Advisors
Georgia
$2.02M -$24.7K -1,014 -1%
Truist Financial
24
Truist Financial
North Carolina
$1.93M +$107K +4,399 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.8M +$178K +7,310 +11%