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Cohen & Steers REIT and Preferred and Income Fund

131 hedge funds and large institutions have $193M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

0.38% more ownership

Funds ownership: 19.93%20.31% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

3% less funds holding

Funds holding: 135131 (-4)

10% less capital invested

Capital invested by funds: $214M → $193M (-$21.2M)

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
38
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.6M +$83.9K +4,041 +0.3%
EIP
2
Ellis Investment Partners
Pennsylvania
$24.4M +$284K +13,699 +1%
Ameriprise
3
Ameriprise
Minnesota
$16.6M +$1.86M +89,731 +12%
LPL Financial
4
LPL Financial
California
$15M -$69.7K -3,358 -0.4%
Wells Fargo
5
Wells Fargo
California
$13.6M +$4.16M +200,429 +41%
Bank of America
6
Bank of America
North Carolina
$10.9M -$899K -43,322 -7%
XF
7
XML Financial
Maryland
$8.28M +$1.47M +70,824 +20%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.07M -$307K -14,809 -5%
Raymond James Financial
9
Raymond James Financial
Florida
$5.63M -$6.22M -299,798 -51%
UBS Group
10
UBS Group
Switzerland
$5.14M -$267K -12,864 -5%
RAM
11
Readystate Asset Management
Illinois
$4.79M +$5.01M +241,370 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.73M -$1.13M -54,395 -22%
KAS
13
Kestra Advisory Services
Texas
$3.32M +$268K +12,911 +8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.15M -$454K -21,865 -12%
JFGIW
15
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3M -$98.3K -4,734 -3%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$2.59M +$385K +18,552 +17%
HI
17
Harbour Investments
Wisconsin
$2.58M +$114K +5,514 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.57M +$261K +12,581 +11%
WAM
19
Wolverine Asset Management
Illinois
$2.53M +$2.64M +127,226 New
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$1.92M -$2.25M -108,258 -53%
LCM
21
Landscape Capital Management
New Jersey
$1.71M +$1.79M +86,044 New
FFWM
22
Future Financial Wealth Management
Ohio
$1.15M +$946K +45,578 +388%
SRC
23
Shufro Rose & Co
New York
$1.07M +$97.5K +4,700 +10%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.06M +$82.5K +3,977 +8%
BCWM
25
Bartlett & Co Wealth Management
Ohio
$963K