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Cohen & Steers REIT and Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FF
26
FourThought Financial
Florida
$1.62M -$101K -3,731 -6%
KAS
27
Kestra Advisory Services
Texas
$1.42M +$30.9K +1,147 +2%
SA
28
SRH Advisors
Kansas
$1.41M
WAM
29
Wolverine Asset Management
Illinois
$1.41M +$1.48M +54,943 New
DBT
30
Dubuque Bank & Trust
Iowa
$1.13M -$957K -35,532 -45%
SWM
31
Spire Wealth Management
Virginia
$1.11M +$36.2K +1,343 +3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.09M +$65.5K +2,429 +6%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1M -$1.01M -37,512 -49%
CAN
34
Cetera Advisor Networks
California
$986K -$195K -7,218 -16%
AIP
35
Ahrens Investment Partners
Louisiana
$954K +$264K +9,800 +36%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$904K -$46.1K -1,712 -5%
Truist Financial
37
Truist Financial
North Carolina
$902K -$230K -8,521 -20%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$849K +$70.5K +2,618 +9%
LNC
39
Lincoln National Corp
Pennsylvania
$841K +$8.49K +315 +1%
PWP
40
Principle Wealth Partners
Connecticut
$827K +$75.5K +2,800 +10%
SMC
41
Smith, Moore & Co
Missouri
$768K -$101K -3,758 -11%
BF
42
BOK Financial
Oklahoma
$757K +$795K +29,500 New
PAG
43
Private Advisor Group
New Jersey
$752K +$47.2K +1,750 +6%
AF
44
Advisornet Financial
Minnesota
$747K
GC
45
Guggenheim Capital
Illinois
$746K -$193K -7,164 -20%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$710K +$45K +1,671 +6%
IFG
47
Independent Financial Group
California
$701K +$499K +18,513 +210%
SPIA
48
Steward Partners Investment Advisory
New York
$687K +$355K +13,164 +97%
Northern Trust
49
Northern Trust
Illinois
$679K
TA
50
TFG Advisers
Michigan
$615K +$4.82K +179 +0.8%