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Cohen & Steers REIT and Preferred and Income Fund

98 hedge funds and large institutions have $129M invested in Cohen & Steers REIT and Preferred and Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 12 closing their positions.

Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
25
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EIP
1
Ellis Investment Partners
Pennsylvania
$18.2M 1,062,652 +54,205 +5%
Morgan Stanley
2
Morgan Stanley
New York
$17M 988,770 +114,015 +13%
Bank of America
3
Bank of America
North Carolina
$11M 643,644 -101,714 -14%
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.9M 637,050 -71,887 -10%
LPL Financial
5
LPL Financial
California
$10.1M 587,523 +29,192 +5%
Wells Fargo
6
Wells Fargo
California
$6.78M 395,165 -33,691 -8%
UBS Group
7
UBS Group
Switzerland
$4.26M 248,155 -2,473 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.02M 234,526 +2,823 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.83M 223,296 -5,281 -2%
RJA
10
Raymond James & Associates
Florida
$3.79M 220,707 +6,145 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.06M 178,470 +42,582 +31%
Ameriprise
12
Ameriprise
Minnesota
$2.92M 170,217 +19,948 +13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.71M 157,737 +3,842 +2%
BC
14
Bartlett & Co
Ohio
$1.83M 106,750 -2,000 -2%
BCWM
15
Bartlett & Co Wealth Management
Ohio
$1.83M 106,750 -2,000 -2%
HI
16
Harbour Investments
Wisconsin
$1.37M 79,829 +1,355 +2%
AUB
17
Atlantic Union Bankshares
Virginia
$1.33M 77,244 -11,250 -13%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.23M 71,626 -981 -1%
CAN
19
Cetera Advisor Networks
California
$1.16M 67,536 -1,641 -2%
CIA
20
Capital Investment Advisors
Georgia
$1.06M 61,526 +61,526 New
FFP
21
FourThought Financial Partners
Florida
$1.04M 60,780 -448 -0.7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.02M 59,674 +1,074 +2%
SA
23
SRH Advisors
Kansas
$944K 55,000
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$900K 52,473 +2,756 +6%
KAS
25
Kestra Advisory Services
Texas
$810K 47,197 -17,581 -27%