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Cohen & Steers REIT and Preferred and Income Fund

111 hedge funds and large institutions have $232M invested in Cohen & Steers REIT and Preferred and Income Fund in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 21 closing their positions.

Holders
111
Holders Change
-8
Holders Change %
-6.72%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
41
Reduced
28
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.9M 933,458 -13,212 -1%
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.7M 808,109 -94,155 -10%
Bank of America
3
Bank of America
North Carolina
$19.9M 777,361 +123,577 +19%
Wells Fargo
4
Wells Fargo
California
$19.6M 765,202 +140,731 +23%
AWM
5
Affinity Wealth Management
Delaware
$18.8M 99,502 +99,502 New
EIP
6
Ellis Investment Partners
Pennsylvania
$15.1M 588,372 +1,697 +0.3%
LPL Financial
7
LPL Financial
California
$10.6M 413,450 +56,678 +16%
UBS Group
8
UBS Group
Switzerland
$9.56M 372,707 -2,630 -0.7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.45M 251,360 +485 +0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.18M 240,778 +12,434 +5%
RJA
11
Raymond James & Associates
Florida
$5.91M 230,426 -29,564 -11%
AAM
12
Advisors Asset Management
Colorado
$5.27M 205,368 -82,436 -29%
First Trust Advisors
13
First Trust Advisors
Illinois
$4.03M 156,997 +3,893 +3%
LA
14
LexAurum Advisors
Kansas
$3.54M 138,080 -146 -0.1%
AUB
15
Atlantic Union Bankshares
Virginia
$3.32M 129,380 -7,600 -6%
BC
16
Bartlett & Co
Ohio
$3.14M 122,250
BCWM
17
Bartlett & Co Wealth Management
Ohio
$3.14M 122,250
HI
18
Harbour Investments
Wisconsin
$2.41M 94,089 +545 +0.6%
CCM
19
Campbell Capital Management
Florida
$2.39M 93,167 -900 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.32M 90,578 +3,052 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.2M 85,621 +10,684 +14%
CIA
22
Capital Investment Advisors
Georgia
$2.04M 79,365 -2,538 -3%
CP
23
Camelot Portfolios
Ohio
$1.88M 73,440 -54,411 -43%
Ameriprise
24
Ameriprise
Minnesota
$1.86M 72,436 +2,082 +3%
RCM
25
RB Capital Management
Nevada
$1.69M 65,689 -2,414 -4%