Cohen & Steers REIT & Preferred & Income Fund Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ELLIS INVESTMENT PARTNERS, LLC | 08/05/2026 | 1.30 M | $26.46 M | 3.46% | 2.72% |
| MORGAN STANLEY | 08/13/2026 | 1.13 M | $22.97 M | -2.56% | 2.36% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 769.90 K | $15.63 M | 13.53% | 1.60% |
| LPL FINANCIAL LLC | 08/07/2026 | 745.72 K | $15.14 M | 0.36% | 1.55% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 616.34 K | $12.51 M | 2.58% | 1.28% |
| XML FINANCIAL, LLC | 07/24/2026 | 598.75 K | $12.15 M | 6.71% | 1.25% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 403.05 K | $8.18 M | -41.54% | 0.84% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 295.25 K | $5.99 M | -7.44% | 0.62% |
| UBS GROUP AG | 08/13/2026 | 285.25 K | $5.79 M | 12.29% | 0.59% |
| ROYAL BANK OF CANADA | 08/14/2026 | 283.64 K | $5.76 M | -9.44% | 0.59% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 195.73 K | $3.97 M | 60.59% | 0.41% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 176.29 K | $3.58 M | 11.92% | 0.37% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 159.40 K | $3.24 M | 24.09% | 0.33% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 147.04 K | $2.98 M | -0.14% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 145.88 K | $2.96 M | 24.06% | 0.30% |
| JOHNSON FINANCIAL GROUP, INC. | 08/10/2026 | 143.87 K | $2.92 M | -2.31% | 0.30% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 136.02 K | $2.76 M | 681.34% | 0.28% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 126.88 K | $2.58 M | -8.42% | 0.26% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 106.57 K | $2.16 M | -9.99% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 100.78 K | $2.05 M | -18.72% | 0.21% |
| SHUFRO ROSE & CO LLC | 08/12/2026 | 62.00 K | $1.26 M | 0.00% | 0.13% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 51.09 K | $1.04 M | -28.42% | 0.11% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 07/24/2026 | 47.93 K | $972.88 K | 2.22% | 0.10% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 47.16 K | $957.29 K | 0.10% | 0.10% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 07/24/2026 | 46.77 K | $953.17 K | -18.33% | 0.10% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 45.46 K | $922.92 K | -3.69% | 0.09% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 45.34 K | $920.42 K | 0.38% | 0.09% |
| JANE STREET GROUP, LLC | 08/14/2026 | 44.88 K | $911.02 K | 212.59% | 0.09% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 43.03 K | $873.59 K | 12.26% | 0.09% |
| OARSMAN CAPITAL, INC. | 08/07/2026 | 42.35 K | $859.71 K | 0.00% | 0.09% |
| COLONY GROUP, LLC | 08/12/2026 | 39.26 K | $796.88 K | 57.56% | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 38.16 K | $774.61 K | 1.53% | 0.08% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 36.81 K | $747.18 K | -7.52% | 0.08% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 35.92 K | $729.22 K | 100.00% | 0.07% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 31.21 K | $633.51 K | -27.15% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 28.14 K | $571.17 K | 57.25% | 0.06% |
| SOUND INCOME STRATEGIES, LLC | 07/20/2026 | 27.80 K | $564.27 K | -7.08% | 0.06% |
| FIFTH THIRD BANCORP | 08/05/2026 | 27.14 K | $550.84 K | 2.78% | 0.06% |
| INVESCO LTD. | 08/14/2026 | 27.00 K | $548.18 K | 100.00% | 0.06% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 26.56 K | $539.17 K | 0.00% | 0.06% |
| SECURE ASSET MANAGEMENT, LLC | 07/15/2026 | 25.90 K | $525.84 K | 0.05% | 0.05% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 24.98 K | $507.07 K | -10.40% | 0.05% |
| INSIGNEO ADVISORY SERVICES, LLC | 08/14/2026 | 23.80 K | $483.14 K | 0.00% | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 23.48 K | $476.64 K | -15.16% | 0.05% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 23.07 K | $468.29 K | 9.59% | 0.05% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 22.94 K | $465.64 K | 100.00% | 0.05% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 22.78 K | $462.49 K | 1.02% | 0.05% |
| MAGNUS FINANCIAL GROUP LLC | 07/09/2026 | 22.19 K | $450.40 K | -4.19% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 20.92 K | $424.62 K | 0.30% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 20.77 K | $421.63 K | -5.43% | 0.04% |
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Cohen & Steers REIT & Preferred & Income Fund Inc. institutional Ownership - FAQ's
During the previous two years, 194 institutional investors and hedge funds held shares of Cohen & Steers REIT & Preferred & Income Fund Inc.. The most heavily invested institutionals were:
Ellis Investment Partners, LLC: 1.3 M
MORGAN STANLEY: 1.13 M
WELLS FARGO & COMPANY/MN: 769,904
LPL Financial LLC: 745,719
BANK OF AMERICA CORP /DE/: 616,337
XML Financial, LLC: 598,747
19.59% of Cohen & Steers REIT & Preferred & Income Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.31 M shares in the last 24 months. This purchase volume represents approximately $240.65 M in transactions.