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Cohen & Steers REIT and Preferred and Income Fund

110 hedge funds and large institutions have $175M invested in Cohen & Steers REIT and Preferred and Income Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 22 closing their positions.

Holders
110
Holders Change
-11
Holders Change %
-9.09%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
38
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.8M +$4.84M +226,669 +24%
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.9M -$305K -14,309 -2%
Bank of America
3
Bank of America
North Carolina
$15.1M -$1.08M -50,421 -7%
EIP
4
Ellis Investment Partners
Pennsylvania
$14.9M +$1.28M +59,769 +9%
LPL Financial
5
LPL Financial
California
$10.1M +$573K +26,858 +6%
Wells Fargo
6
Wells Fargo
California
$9.91M -$1.7M -79,553 -15%
UBS Group
7
UBS Group
Switzerland
$6.34M -$511K -23,963 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.93M -$787K -36,903 -14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.86M -$87.8K -4,113 -2%
RJA
10
Raymond James & Associates
Florida
$4.47M -$410K -19,234 -8%
PCM
11
Penserra Capital Management
California
$4.45M -$74.2K -3,477 -2%
LA
12
LexAurum Advisors
Kansas
$3.4M +$287K +13,460 +9%
First Trust Advisors
13
First Trust Advisors
Illinois
$3.21M -$31K -1,455 -1%
AUB
14
Atlantic Union Bankshares
Virginia
$2.64M +$8.54K +400 +0.3%
Ameriprise
15
Ameriprise
Minnesota
$2.52M +$1.04M +48,934 +70%
AAM
16
Advisors Asset Management
Colorado
$2.41M -$855K -40,069 -26%
BC
17
Bartlett & Co
Ohio
$2.35M -$166K -7,775 -7%
BCWM
18
Bartlett & Co Wealth Management
Ohio
$2.35M -$166K -7,775 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.29M +$117K +5,474 +5%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.18M +$105K +4,903 +5%
CP
21
Camelot Portfolios
Ohio
$1.84M +$151K +7,064 +9%
CIA
22
Capital Investment Advisors
Georgia
$1.6M -$94.9K -4,446 -6%
HI
23
Harbour Investments
Wisconsin
$1.53M +$1.53M +71,876 New
WAM
24
Wolverine Asset Management
Illinois
$1.48M +$1.48M +69,297 New
CCM
25
Campbell Capital Management
Florida
$1.32M -$820K -38,400 -38%