We are live on ! Find out more
RNP icon

Cohen & Steers REIT and Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Advisors Ltd
Ohio
$219K
WS
52
Wedbush Securities
California
$200K +$202K +10,338 New
TW
53
Transform Wealth
Colorado
$194K
DADC
54
D.A. Davidson & Co
Montana
$193K
US Bancorp
55
US Bancorp
Minnesota
$145K
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$137K -$33.9K -1,735 -20%
Creative Planning
57
Creative Planning
Kansas
$131K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$94K +$95.5K +4,892 New
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$87K +$7.48K +383 +9%
GWM
60
Geneos Wealth Management
Colorado
$65K -$65.9K -3,375 -50%
SHJ
61
Sharkey, Howes & Javer
Colorado
$58K
Citigroup
62
Citigroup
New York
$56K +$6.7K +343 +13%
NFG
63
Next Financial Group
Texas
$53K -$77.7K -3,980 -60%
BRC
64
Bell Rock Capital
Delaware
$53K +$78 +4 +0.1%
AWM
65
Avior Wealth Management
Nebraska
$49K +$98 +5 +0.2%
ASN
66
Advisory Services Network
Georgia
$39K +$39K +2,000 New
SEI Investments
67
SEI Investments
Pennsylvania
$36K +$33.2K +1,700 +1,069%
SPIA
68
Steward Partners Investment Advisory
New York
$34K +$644 +33 +2%
CFA
69
Carroll Financial Associates
North Carolina
$19K
Deutsche Bank
70
Deutsche Bank
Germany
$19K
FIB
71
First Interstate Bank
Montana
$10K
PSUF
72
People's United Financial
Connecticut
$8K
MA
73
MUFG Americas
New York
$6K +$6.33K +324 New
BIG
74
Bellwether Investment Group
Tennessee
$1K
HS
75
Horan Securities
United States
$1K +$644 +33 New