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Cohen & Steers REIT and Preferred and Income Fund

124 hedge funds and large institutions have $1.6B invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 14 closing their positions.

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
35
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.43B 68,234 +1,637 +2%
Morgan Stanley
2
Morgan Stanley
New York
$27.7M 1,325,488 -11,150 -0.8%
EIP
3
Ellis Investment Partners
Pennsylvania
$25.7M 1,228,675 +23,952 +2%
LPL Financial
4
LPL Financial
California
$15.8M 756,768 +30,205 +4%
Bank of America
5
Bank of America
North Carolina
$12.4M 591,112 -5,424 -0.9%
Wells Fargo
6
Wells Fargo
California
$7.82M 374,023 -38,711 -9%
Raymond James Financial
7
Raymond James Financial
Florida
$7.76M 371,329 +371,329 New
Ameriprise
8
Ameriprise
Minnesota
$6.52M 311,751 -789 -0.3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.34M 303,523 +6,226 +2%
UBS Group
10
UBS Group
Switzerland
$5.56M 266,022 +4,727 +2%
JWM
11
JP Wealth Management
South Carolina
$5.19M 248,458 +248,458 New
JFGIW
12
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.58M 164,770 -15,443 -9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.88M 137,585 +706 +0.5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.55M 121,965 +12,849 +12%
CPRC
15
Consolidated Portfolio Review Corp
New York
$1.91M 91,405 +3,857 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.85M 88,284 -11,624 -12%
HI
17
Harbour Investments
Wisconsin
$1.78M 85,115 +1,557 +2%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.69M 81,071 -267 -0.3%
CA
19
Cornerstone Advisors
North Carolina
$1.46M 69,956 +69,956 New
CCM
20
Campbell Capital Management
Florida
$1.28M 61,139
CIA
21
Capital Investment Advisors
Georgia
$1.21M 58,033 -791 -1%
BCWM
22
Bartlett & Co Wealth Management
Ohio
$1.2M 57,525 -1,800 -3%
AUB
23
Atlantic Union Bankshares
Virginia
$1.14M 54,534 -2,500 -4%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$1.09M 52,192 +23,010 +79%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.04M 49,965 +387 +0.8%