RNP icon

Cohen & Steers REIT and Preferred and Income Fund

105 hedge funds and large institutions have $158M invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
28
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EIP
1
Ellis Investment Partners
Pennsylvania
$25.5M 1,214,841 -1,778 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$24.6M 1,167,394 -1,162,486 -50%
LPL Financial
3
LPL Financial
California
$13.8M 657,098 +66,560 +11%
Bank of America
4
Bank of America
North Carolina
$13.4M 637,145 +42,294 +7%
Wells Fargo
5
Wells Fargo
California
$8.67M 412,383 -14,721 -3%
Ameriprise
6
Ameriprise
Minnesota
$6.06M 288,190 +87,293 +43%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.46M 259,844 -4,313 -2%
JFGIW
8
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.2M 247,201 -41,884 -14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.03M 239,252 +8,443 +4%
UBS Group
10
UBS Group
Switzerland
$4.99M 237,480 +4,114 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.05M 145,242 -33 -0%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.91M 138,198 -1,999 -1%
RJA
13
Raymond James & Associates
Florida
$2.46M 117,196 -9,524 -8%
BCWM
14
Bartlett & Co Wealth Management
Ohio
$2.24M 106,750
HI
15
Harbour Investments
Wisconsin
$1.74M 82,639 +2,128 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.71M 81,312 +81,312 New
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$1.58M 75,018 -11,596 -13%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.51M 71,787 +3,920 +6%
CAN
19
Cetera Advisor Networks
California
$1.47M 69,962 +1,694 +2%
CCM
20
Campbell Capital Management
Florida
$1.29M 61,539
CIA
21
Capital Investment Advisors
Georgia
$1.26M 60,017 -1,327 -2%
AUB
22
Atlantic Union Bankshares
Virginia
$1.24M 59,134 -12,160 -17%
SA
23
SRH Advisors
Kansas
$1.16M 55,000
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.06M 50,610 -4,198 -8%
KAS
25
Kestra Advisory Services
Texas
$969K 46,056 -448 -1%