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Cohen & Steers REIT and Preferred and Income Fund

103 hedge funds and large institutions have $157M invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
31
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.7M 1,310,542 +143,148 +12%
EIP
2
Ellis Investment Partners
Pennsylvania
$25.9M 1,273,570 +58,729 +5%
LPL Financial
3
LPL Financial
California
$14.3M 704,467 +47,369 +7%
Bank of America
4
Bank of America
North Carolina
$12.1M 592,681 -44,464 -7%
Wells Fargo
5
Wells Fargo
California
$8.64M 423,982 +11,599 +3%
Ameriprise
6
Ameriprise
Minnesota
$6.02M 295,814 +7,624 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.7M 279,643 +40,391 +17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.44M 267,235 +7,391 +3%
UBS Group
9
UBS Group
Switzerland
$4.77M 234,292 -3,188 -1%
JFGIW
10
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.37M 214,775 -32,426 -13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.95M 144,589 +6,391 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.72M 133,436 -11,806 -8%
RJA
13
Raymond James & Associates
Florida
$2.38M 116,706 -490 -0.4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.9M 93,270 +11,958 +15%
CPRC
15
Consolidated Portfolio Review Corp
New York
$1.75M 85,809 +68,679 +401%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.71M 83,908 +12,121 +17%
HI
17
Harbour Investments
Wisconsin
$1.69M 83,014 +375 +0.5%
BCWM
18
Bartlett & Co Wealth Management
Ohio
$1.67M 81,750 -25,000 -23%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$1.31M 63,045 -11,973 -16%
CCM
20
Campbell Capital Management
Florida
$1.25M 61,539
CIA
21
Capital Investment Advisors
Georgia
$1.21M 59,229 -788 -1%
AUB
22
Atlantic Union Bankshares
Virginia
$1.16M 57,034 -2,100 -4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.01M 49,570 -1,040 -2%
KAS
24
Kestra Advisory Services
Texas
$934K 45,836 -220 -0.5%
IPA
25
Investment Planning Advisors
Georgia
$928K 45,546 +45,546 New