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Cohen & Steers REIT and Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$549K +$302K +11,095 +137%
NFG
52
Nations Financial Group
Iowa
$541K
HighTower Advisors
53
HighTower Advisors
Illinois
$541K +$190 +7 +0%
SXL
54
Summit X LLC
Missouri
$511K -$10.2K -374 -2%
MFG
55
Magnus Financial Group
New York
$511K +$380 +14 +0.1%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$499K +$21.7K +800 +5%
H
57
HoyleCohen
California
$495K -$142K -5,236 -23%
SWM
58
Spire Wealth Management
Virginia
$487K -$713K -26,240 -61%
BF
59
BOK Financial
Oklahoma
$487K -$340K -12,500 -42%
CCP
60
Clough Capital Partners
Massachusetts
$487K +$462K +17,000 New
ASN
61
Advisory Services Network
Georgia
$483K -$68.6K -2,526 -13%
SRC
62
Shufro Rose & Co
New York
$469K +$147K +5,400 +49%
DBT
63
Dubuque Bank & Trust
Iowa
$455K -$768K -28,263 -64%
IFG
64
Independent Financial Group
California
$431K -$334K -12,278 -45%
WMA
65
West Michigan Advisors
Michigan
$419K +$397K +14,625 New
SWP
66
Stratos Wealth Partners
Ohio
$412K
ASFA
67
All Season Financial Advisors
Colorado
$384K -$55.8K -2,054 -13%
BFG
68
Berger Financial Group
Minnesota
$383K +$734 +27 +0.2%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$372K
DADC
70
D.A. Davidson & Co
Montana
$371K +$20.5K +754 +6%
WSCM
71
Wellington Shields Capital Management
New York
$363K +$345K +12,700 New
CAL
72
Capital Advisors Ltd
Ohio
$357K
CRWM
73
Castle Rock Wealth Management
California
$344K -$35.2K -1,297 -9%
RWA
74
River Wealth Advisors
Pennsylvania
$333K +$316K +11,642 New
CCWA
75
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$306K +$4K +147 +1%