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Cohen & Steers REIT and Preferred and Income Fund

98 hedge funds and large institutions have $145M invested in Cohen & Steers REIT and Preferred and Income Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
25
Reduced
39
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EIP
1
Ellis Investment Partners
Pennsylvania
$19.2M 1,008,447 +51,764 +5%
Morgan Stanley
2
Morgan Stanley
New York
$16.6M 874,755 -71,780 -8%
Bank of America
3
Bank of America
North Carolina
$14.2M 745,358 +19,497 +3%
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.5M 708,937 -17,208 -2%
LPL Financial
5
LPL Financial
California
$10.6M 558,331 +80,956 +17%
Wells Fargo
6
Wells Fargo
California
$8.14M 428,856 -60,813 -12%
UBS Group
7
UBS Group
Switzerland
$4.76M 250,628 -29,716 -11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.4M 231,703 -3,559 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.34M 228,577 -5,904 -3%
RJA
10
Raymond James & Associates
Florida
$4.07M 214,562 +22,640 +12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.92M 153,895 +4,596 +3%
Ameriprise
12
Ameriprise
Minnesota
$2.85M 150,269 +34,848 +30%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.58M 135,888 -4,955 -4%
BCWM
14
Bartlett & Co Wealth Management
Ohio
$2.07M 108,750
BC
15
Bartlett & Co
Ohio
$2.07M 108,750
AUB
16
Atlantic Union Bankshares
Virginia
$1.68M 88,494 -21,885 -20%
HI
17
Harbour Investments
Wisconsin
$1.49M 78,474 -7,054 -8%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.38M 72,607 -27,148 -27%
WAM
19
Wolverine Asset Management
Illinois
$1.31M 69,241 +69,241 New
CAN
20
Cetera Advisor Networks
California
$1.31M 69,177 +8,151 +13%
KAS
21
Kestra Advisory Services
Texas
$1.23M 64,778 +3,887 +6%
CCM
22
Campbell Capital Management
Florida
$1.17M 61,539 -500 -0.8%
FFP
23
FourThought Financial Partners
Florida
$1.16M 61,228 -2,599 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.11M 58,600 +297 +0.5%
SA
25
SRH Advisors
Kansas
$1.07M 55,000