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Cohen & Steers REIT and Preferred and Income Fund

100 hedge funds and large institutions have $146M invested in Cohen & Steers REIT and Preferred and Income Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
34
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EIP
1
Ellis Investment Partners
Pennsylvania
$18.7M 956,683 +43,894 +5%
Morgan Stanley
2
Morgan Stanley
New York
$18.5M 946,535 -59,347 -6%
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.2M 726,145 -62,948 -8%
Bank of America
4
Bank of America
North Carolina
$14.2M 725,861 -21,085 -3%
Wells Fargo
5
Wells Fargo
California
$9.55M 489,669 +9,030 +2%
LPL Financial
6
LPL Financial
California
$9.31M 477,375 +33,563 +8%
UBS Group
7
UBS Group
Switzerland
$5.47M 280,344 +10,968 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.59M 235,262 -12,616 -5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.57M 234,481 -337 -0.1%
RJA
10
Raymond James & Associates
Florida
$3.74M 191,922 -1,458 -0.8%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.75M 140,843 +3,063 +2%
Ameriprise
12
Ameriprise
Minnesota
$2.25M 115,421 +3,374 +3%
AUB
13
Atlantic Union Bankshares
Virginia
$2.15M 110,379 -10,875 -9%
BC
14
Bartlett & Co
Ohio
$2.11M 108,750 -1,000 -0.9%
BCWM
15
Bartlett & Co Wealth Management
Ohio
$2.11M 108,750 -1,000 -0.9%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.95M 99,755 -31,640 -24%
HI
17
Harbour Investments
Wisconsin
$1.67M 85,528 +12,371 +17%
FFP
18
FourThought Financial Partners
Florida
$1.25M 63,827 +2,494 +4%
CIA
19
Capital Investment Advisors
Georgia
$1.24M 63,692 -1,082 -2%
CCM
20
Campbell Capital Management
Florida
$1.21M 62,039
CAN
21
Cetera Advisor Networks
California
$1.19M 61,026 +2,254 +4%
KAS
22
Kestra Advisory Services
Texas
$1.19M 60,891 -1,338 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.14M 58,303 +4,077 +8%
SA
24
SRH Advisors
Kansas
$1.07M 55,000
RCM
25
RB Capital Management
Nevada
$1.07M 54,962 -4,014 -7%