Cohen & Steers REIT & Preferred & Income Fund Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.34 M | $26.64 M | 0.30% | 2.80% |
| ELLIS INVESTMENT PARTNERS, LLC | 02/02/2026 | 1.23 M | $24.36 M | 1.13% | 2.56% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 834.83 K | $16.58 M | 12.04% | 1.74% |
| LPL FINANCIAL LLC | 02/11/2026 | 753.50 K | $14.96 M | -0.44% | 1.57% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 686.03 K | $13.62 M | 41.27% | 1.43% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 549.16 K | $10.91 M | -7.31% | 1.15% |
| XML FINANCIAL, LLC | 02/11/2026 | 417.04 K | $8.28 M | 20.46% | 0.87% |
| ROYAL BANK OF CANADA | 02/17/2026 | 305.77 K | $6.07 M | -4.62% | 0.64% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 283.68 K | $5.63 M | -51.38% | 0.59% |
| UBS GROUP AG | 01/29/2026 | 259.05 K | $5.14 M | -4.73% | 0.54% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 241.37 K | $4.79 M | 100.00% | 0.50% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 187.71 K | $3.73 M | -22.47% | 0.39% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 167.16 K | $3.32 M | 8.37% | 0.35% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 158.76 K | $3.15 M | -12.11% | 0.33% |
| JOHNSON FINANCIAL GROUP, INC. | 02/12/2026 | 151.06 K | $3.00 M | -3.04% | 0.32% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 130.56 K | $2.59 M | 16.56% | 0.27% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 129.94 K | $2.58 M | 4.43% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 129.29 K | $2.57 M | 10.78% | 0.27% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 127.23 K | $2.53 M | 100.00% | 0.27% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 02/03/2026 | 96.71 K | $1.92 M | -52.82% | 0.20% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 86.04 K | $1.71 M | 100.00% | 0.18% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 01/21/2026 | 57.33 K | $1.15 M | 387.90% | 0.12% |
| SHUFRO ROSE & CO LLC | 02/09/2026 | 54.00 K | $1.07 M | 9.53% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 53.31 K | $1.06 M | 8.06% | 0.11% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 01/22/2026 | 48.49 K | $962.91 K | 0.00% | 0.10% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 47.16 K | $936.57 K | -5.15% | 0.10% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 46.71 K | $927.72 K | 3.71% | 0.10% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 45.54 K | $904.37 K | -0.16% | 0.10% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 45.38 K | $901.33 K | -5.32% | 0.09% |
| JANE STREET GROUP, LLC | 02/12/2026 | 44.81 K | $889.89 K | 100.00% | 0.09% |
| OARSMAN CAPITAL, INC. | 02/13/2026 | 42.35 K | $841.07 K | 0.00% | 0.09% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 40.37 K | $801.79 K | 100.00% | 0.08% |
| MARINER, LLC | 02/13/2026 | 37.58 K | $746.27 K | 267.24% | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 37.57 K | $746.03 K | 6.16% | 0.08% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 35.53 K | $705.59 K | 15.11% | 0.07% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 32.99 K | $669.93 K | 0.80% | 0.07% |
| MAGNUS FINANCIAL GROUP LLC | 01/07/2026 | 28.48 K | $565.60 K | -1.05% | 0.06% |
| EVERSTAR ASSET MANAGEMENT, LLC | 02/05/2026 | 28.06 K | $557.27 K | 0.00% | 0.06% |
| SECURE ASSET MANAGEMENT, LLC | 01/20/2026 | 25.88 K | $513.87 K | 0.20% | 0.05% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 25.23 K | $501.05 K | -20.34% | 0.05% |
| INSIGNEO ADVISORY SERVICES, LLC | 02/12/2026 | 23.80 K | $472.67 K | 0.00% | 0.05% |
| COLONY GROUP, LLC | 02/13/2026 | 22.55 K | $447.75 K | 24.00% | 0.05% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 22.36 K | $444.09 K | -33.73% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 21.96 K | $436.17 K | 0.22% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 20.72 K | $419.50 K | 9.81% | 0.04% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 20.28 K | $403.00 K | 100.00% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 19.94 K | $395.98 K | 403.26% | 0.04% |
| RB CAPITAL MANAGEMENT, LLC | 02/03/2026 | 19.80 K | $393.27 K | -13.35% | 0.04% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 19.15 K | $380.21 K | 46.30% | 0.04% |
| CREATIVE PLANNING | 02/17/2026 | 18.50 K | $367.45 K | 0.61% | 0.04% |
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Cohen & Steers REIT & Preferred & Income Fund Inc. institutional Ownership - FAQ's
During the previous two years, 199 institutional investors and hedge funds held shares of Cohen & Steers REIT & Preferred & Income Fund Inc.. The most heavily invested institutionals were:
XML Financial, LLC: 561,075
UBS Group AG: 254,023
Cambridge Investment Research Advisors, Inc.: 128,450
COMMONWEALTH EQUITY SERVICES, LLC: 123,985
WOLVERINE ASSET MANAGEMENT LLC: 121,884
Kestra Advisory Services, LLC: 118,406
20.23% of Cohen & Steers REIT & Preferred & Income Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.75 M shares in the last 24 months. This purchase volume represents approximately $249.95 M in transactions.