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Cohen & Steers REIT and Preferred and Income Fund

119 hedge funds and large institutions have $182M invested in Cohen & Steers REIT and Preferred and Income Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.11% less ownership

Funds ownership: 20.31%19.19% (-1.1%)

6% less capital invested

Capital invested by funds: $193M → $182M (-$11.6M)

9% less funds holding

Funds holding: 131119 (-12)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
119
Holders Change
-12
Holders Change %
-9.16%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
38
Reduced
37
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1
Ellis Investment Partners
Pennsylvania
$24.9M +$684K +33,153 +3%
Morgan Stanley
2
Morgan Stanley
New York
$23M -$3.71M -179,691 -13%
LPL Financial
3
LPL Financial
California
$14.7M -$216K -10,486 -1%
Ameriprise
4
Ameriprise
Minnesota
$13.6M -$3M -145,387 -17%
Wells Fargo
5
Wells Fargo
California
$13.4M -$162K -7,851 -1%
Bank of America
6
Bank of America
North Carolina
$11.9M +$1.07M +51,660 +9%
XF
7
XML Financial
Maryland
$11.1M +$2.97M +144,035 +35%
Raymond James Financial
8
Raymond James Financial
Florida
$6.3M +$728K +35,282 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.19M +$153K +7,430 +2%
UBS Group
10
UBS Group
Switzerland
$5.02M -$104K -5,024 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.11M -$25.7K -1,245 -0.8%
JFGIW
12
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.91M -$78.1K -3,786 -3%
HI
13
Harbour Investments
Wisconsin
$2.91M +$357K +17,298 +13%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$2.74M +$165K +7,983 +6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.54M +$1.55M +75,143 +141%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.45M -$1.31M -63,720 -34%
WAM
17
Wolverine Asset Management
Illinois
$2.41M -$110K -5,342 -4%
KAS
18
Kestra Advisory Services
Texas
$2.34M -$1.01M -48,757 -29%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.32M -$241K -11,707 -9%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$1.41M -$523K -25,334 -26%
SRC
21
Shufro Rose & Co
New York
$1.23M +$165K +8,000 +15%
FFWM
22
Future Financial Wealth Management
Ohio
$1.18M -$1.2K -58 -0.1%
BCWM
23
Bartlett & Co Wealth Management
Ohio
$982K -$33K -1,600 -3%
CIA
24
Capital Investment Advisors
Georgia
$933K +$1.01K +49 +0.1%
PAG
25
Private Advisor Group
New Jersey
$931K +$8.19K +397 +0.8%