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

125 hedge funds and large institutions have $193M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
43
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$7.08M
2
XF
XML Financial
Maryland
+$4.35M
3
Ameriprise
Ameriprise
Minnesota
+$2.81M
4
SIS
Sound Income Strategies
Florida
+$989K
5
VVP
Venture Visionary Partners
Ohio
+$871K

Top Sellers

1
JWM
JP Wealth Management
South Carolina
-$5.19M
2
EIP
Ellis Investment Partners
Pennsylvania
-$702K
3
WAM
Wolverine Asset Management
Illinois
-$524K
4
Morgan Stanley
Morgan Stanley
New York
-$495K
5
Invesco
Invesco
Georgia
-$414K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.8M -$495K -22,446 -2%
EIP
2
Ellis Investment Partners
Pennsylvania
$26.4M -$702K -31,806 -3%
LPL Financial
3
LPL Financial
California
$16.9M +$196K +8,896 +1%
Raymond James Financial
4
Raymond James Financial
Florida
$15.3M +$7.08M +320,617 +86%
Bank of America
5
Bank of America
North Carolina
$12.9M -$158K -7,163 -1%
Ameriprise
6
Ameriprise
Minnesota
$9.7M +$2.81M +127,483 +41%
Wells Fargo
7
Wells Fargo
California
$8.1M -$150K -6,791 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.61M -$90.8K -4,113 -1%
UBS Group
9
UBS Group
Switzerland
$5.84M -$29.4K -1,330 -0.5%
XF
10
XML Financial
Maryland
$4.89M +$4.35M +197,038 +810%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.65M +$614K +27,826 +20%
JFGIW
12
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.52M -$119K -5,385 -3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.36M +$668K +30,245 +25%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.21M +$262K +11,878 +13%
CPRC
15
Consolidated Portfolio Review Corp
New York
$2.17M +$149K +6,738 +7%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.89M +$96.2K +4,361 +5%
HI
17
Harbour Investments
Wisconsin
$1.88M +$949 +43 +0.1%
VVP
18
Venture Visionary Partners
Ohio
$1.75M +$871K +39,454 +99%
CA
19
Cornerstone Advisors
North Carolina
$1.69M +$143K +6,486 +9%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$1.62M +$111K +5,025 +7%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$1.44M +$291K +13,174 +25%
CCM
22
Campbell Capital Management
Florida
$1.35M – – –
AUB
23
Atlantic Union Bankshares
Virginia
$1.17M -$33.1K -1,500 -3%
CIA
24
Capital Investment Advisors
Georgia
$1.17M -$114K -5,180 -9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.11M +$5.36K +243 +0.5%
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