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Cohen & Steers REIT and Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$923K -$36K -1,743 -4%
SAM
27
Smith Asset Management
Florida
$920K +$3.54K +171 +0.4%
Jane Street
28
Jane Street
New York
$911K +$631K +30,521 +213%
IFG
29
Independent Financial Group
California
$874K +$97.2K +4,700 +12%
OC
30
Oarsman Capital
Wisconsin
$860K
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$797K +$297K +14,340 +58%
P
32
&Partners
Tennessee
$775K +$11.9K +575 +2%
AUB
33
Atlantic Union Bankshares
Virginia
$747K -$61.9K -2,992 -8%
LSC
34
Logan Stone Capital
Illinois
$729K +$743K +35,922 New
SIC
35
Samalin Investment Counsel
New York
$634K -$240K -11,629 -27%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$571K +$212K +10,243 +57%
SIS
37
Sound Income Strategies
Florida
$564K -$43.8K -2,118 -7%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$551K +$15.2K +735 +3%
Invesco
39
Invesco
Georgia
$548K +$558K +27,004 New
EAM
40
Everstar Asset Management
North Carolina
$539K
SAM
41
Secure Asset Management
Michigan
$526K +$289 +14 +0.1%
SPIA
42
Steward Partners Investment Advisory
New York
$507K -$60K -2,900 -10%
IAS
43
Insigneo Advisory Services
Florida
$483K
RAM
44
Readystate Asset Management
Illinois
$477K -$86.8K -4,196 -15%
MML Investors Services
45
MML Investors Services
Massachusetts
$468K +$41.7K +2,019 +10%
EWA
46
EP Wealth Advisors
California
$466K +$474K +22,938 New
AC
47
AlphaCore Capital
California
$462K +$4.76K +230 +1%
MFG
48
Magnus Financial Group
New York
$450K -$20.1K -971 -4%
FFA
49
Farther Finance Advisors
California
$425K +$1.28K +62 +0.3%
HighTower Advisors
50
HighTower Advisors
Illinois
$422K -$24.6K -1,192 -5%