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 | 05/12/2026 | 1.26 M | $24.90 M | 2.70% | 2.62% |
| MORGAN STANLEY | 05/15/2026 | 1.16 M | $22.95 M | -13.40% | 2.42% |
| LPL FINANCIAL LLC | 05/06/2026 | 743.01 K | $14.68 M | -1.39% | 1.55% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 689.44 K | $13.62 M | -17.42% | 1.44% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 678.18 K | $13.40 M | -1.14% | 1.41% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 600.82 K | $11.87 M | 9.41% | 1.25% |
| XML FINANCIAL, LLC | 04/16/2026 | 561.08 K | $11.09 M | 34.54% | 1.17% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 318.96 K | $6.30 M | 12.44% | 0.66% |
| ROYAL BANK OF CANADA | 05/15/2026 | 313.20 K | $6.19 M | 2.43% | 0.65% |
| UBS GROUP AG | 05/05/2026 | 254.02 K | $5.02 M | -1.94% | 0.53% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 157.52 K | $3.11 M | -0.78% | 0.33% |
| JOHNSON FINANCIAL GROUP, INC. | 05/07/2026 | 147.27 K | $2.91 M | -2.51% | 0.31% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 147.24 K | $2.91 M | 13.31% | 0.31% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 138.54 K | $2.74 M | 6.11% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 128.45 K | $2.54 M | 140.96% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 123.99 K | $2.45 M | -33.95% | 0.26% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 121.88 K | $2.41 M | -4.20% | 0.25% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 118.41 K | $2.34 M | -29.17% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 117.59 K | $2.32 M | -9.05% | 0.25% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 04/27/2026 | 71.38 K | $1.41 M | -26.20% | 0.15% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 62.00 K | $1.23 M | 14.81% | 0.13% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 04/16/2026 | 57.27 K | $1.18 M | -0.10% | 0.12% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 47.21 K | $932.81 K | 0.10% | 0.10% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 47.11 K | $930.90 K | 0.85% | 0.10% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 05/06/2026 | 46.89 K | $982.24 K | -3.30% | 0.10% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 45.17 K | $892.56 K | 27.14% | 0.09% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 42.84 K | $846.45 K | -5.93% | 0.09% |
| OARSMAN CAPITAL, INC. | 04/28/2026 | 42.35 K | $836.84 K | 0.00% | 0.09% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 39.80 K | $786.43 K | -12.31% | 0.08% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 38.33 K | $757.48 K | 236.32% | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 37.58 K | $742.64 K | 0.05% | 0.08% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 29.92 K | $595.61 K | -9.31% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 27.88 K | $550.88 K | 10.50% | 0.06% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 27.68 K | $546.88 K | -88.53% | 0.06% |
| EVERSTAR ASSET MANAGEMENT, LLC | 04/16/2026 | 26.56 K | $524.83 K | -5.35% | 0.06% |
| FIFTH THIRD BANCORP | 05/01/2026 | 26.40 K | $521.66 K | 166.32% | 0.06% |
| SECURE ASSET MANAGEMENT, LLC | 04/09/2026 | 25.89 K | $511.57 K | 0.05% | 0.05% |
| CREATIVE PLANNING | 05/12/2026 | 25.32 K | $500.41 K | 36.87% | 0.05% |
| COLONY GROUP, LLC | 05/15/2026 | 24.92 K | $492.32 K | 10.51% | 0.05% |
| INSIGNEO ADVISORY SERVICES, LLC | 05/12/2026 | 23.80 K | $470.29 K | 0.00% | 0.05% |
| MAGNUS FINANCIAL GROUP LLC | 04/10/2026 | 23.16 K | $457.61 K | -18.68% | 0.05% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 22.55 K | $445.64 K | 0.86% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 21.96 K | $433.97 K | 0.00% | 0.05% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 21.05 K | $415.96 K | 9.95% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 20.86 K | $415.23 K | 4.59% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 18.99 K | $382.46 K | -8.33% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 17.89 K | $353.56 K | 20.78% | 0.04% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 17.65 K | $348.74 K | 0.00% | 0.04% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 17.41 K | $344.00 K | -79.77% | 0.04% |
| INVESTMENT PLANNING ADVISORS, INC. | 04/23/2026 | 17.01 K | $336.20 K | -0.76% | 0.04% |
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Cohen & Steers REIT & Preferred & Income Fund Inc. institutional Ownership - FAQ's
During the previous two years, 188 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: 1.26 M
MORGAN STANLEY: 1.16 M
LPL Financial LLC: 743,010
AMERIPRISE FINANCIAL INC: 689,438
WELLS FARGO & COMPANY/MN: 678,179
BANK OF AMERICA CORP /DE/: 600,823
19.15% of Cohen & Steers REIT & Preferred & Income Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.08 M shares in the last 24 months. This purchase volume represents approximately $235.83 M in transactions.