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Cohen & Steers REIT and Preferred and Income Fund
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Overview Fund Activity

114 hedge funds and large institutions have $185M invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
114
Holders Change
+11
Holders Change %
+10.68%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
36
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$691K
2
UBS Group
2
UBS Group
Switzerland
$6.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.6M
4
LPL Financial
4
LPL Financial
California
$17.2M
5
Invesco
5
Invesco
Georgia
$1.4M

Top Sellers

1
EIP
1
Ellis Investment Partners
Pennsylvania
$28.5M
2
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.27M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.36M
4
CP
4
Camelot Portfolios
Ohio
$444K
5
BCWM
5
Bartlett & Co Wealth Management
Ohio
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.6M 1,336,638 +26,096 +2%
EIP
2
Ellis Investment Partners
Pennsylvania
$28.5M 1,204,723 -68,847 -5%
LPL Financial
3
LPL Financial
California
$17.2M 726,563 +22,096 +3%
Bank of America
4
Bank of America
North Carolina
$14.1M 596,536 +3,855 +0.7%
Wells Fargo
5
Wells Fargo
California
$9.77M 412,734 -11,248 -3%
Ameriprise
6
Ameriprise
Minnesota
$7.4M 312,540 +16,726 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.04M 297,297 +17,654 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.36M 268,656 +1,421 +0.5%
UBS Group
9
UBS Group
Switzerland
$6.18M 261,295 +27,003 +12%
JFGIW
10
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.27M 180,213 -34,562 -16%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.24M 136,879 -7,710 -5%
RJA
12
Raymond James & Associates
Florida
$2.76M 116,693 -13 -0%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.58M 109,116 +15,846 +17%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.36M 99,908 -33,528 -25%
CPRC
15
Consolidated Portfolio Review Corp
New York
$2.07M 87,548 +1,739 +2%
HI
16
Harbour Investments
Wisconsin
$1.98M 83,558 +544 +0.7%
First Trust Advisors
17
First Trust Advisors
Illinois
$1.93M 81,338 -2,570 -3%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$1.58M 66,597 +3,552 +6%
CCM
19
Campbell Capital Management
Florida
$1.45M 61,139 -400 -0.6%
Invesco
20
Invesco
Georgia
$1.4M 59,332 +19,951 +51%
BCWM
21
Bartlett & Co Wealth Management
Ohio
$1.4M 59,325 -22,425 -27%
CIA
22
Capital Investment Advisors
Georgia
$1.39M 58,824 -405 -0.7%
AUB
23
Atlantic Union Bankshares
Virginia
$1.35M 57,034 – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.17M 49,578 +8 +0%
AAM
25
Advisors Asset Management
Colorado
$1.04M 43,826 -84 -0.2%
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