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Cohen & Steers REIT and Preferred and Income Fund

106 hedge funds and large institutions have $178M invested in Cohen & Steers REIT and Preferred and Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
28
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47M 2,329,880 +1,341,110 +136%
EIP
2
Ellis Investment Partners
Pennsylvania
$24.5M 1,216,619 +153,967 +14%
Bank of America
3
Bank of America
North Carolina
$12M 594,851 -48,793 -8%
LPL Financial
4
LPL Financial
California
$11.9M 590,538 +3,015 +0.5%
Wells Fargo
5
Wells Fargo
California
$8.61M 427,104 +31,939 +8%
JFGIW
6
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.83M 289,085 -347,965 -55%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.33M 264,157 +40,861 +18%
UBS Group
8
UBS Group
Switzerland
$4.7M 233,366 -14,789 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.65M 230,809 -3,717 -2%
Ameriprise
10
Ameriprise
Minnesota
$4.05M 200,897 +30,680 +18%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.93M 145,275 -33,195 -19%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.83M 140,197 -17,540 -11%
RJA
13
Raymond James & Associates
Florida
$2.55M 126,720 -93,987 -43%
BCWM
14
Bartlett & Co Wealth Management
Ohio
$2.18M 106,750
BC
15
Bartlett & Co
Ohio
$2.16M 106,750
LCM
16
Landscape Capital Management
New Jersey
$1.81M 89,842 +68,236 +316%
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$1.75M 86,614 +34,141 +65%
HI
18
Harbour Investments
Wisconsin
$1.62M 80,511 +682 +0.9%
AUB
19
Atlantic Union Bankshares
Virginia
$1.44M 71,294 -5,950 -8%
CAN
20
Cetera Advisor Networks
California
$1.38M 68,268 +732 +1%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.37M 67,867 -3,759 -5%
CCM
22
Campbell Capital Management
Florida
$1.24M 61,539 +61,539 New
CIA
23
Capital Investment Advisors
Georgia
$1.24M 61,344 -182 -0.3%
FFP
24
FourThought Financial Partners
Florida
$1.21M 60,207 -573 -0.9%
SA
25
SRH Advisors
Kansas
$1.11M 55,000