Who owns Cohen & Steers REIT/Pfd Inc Fd?

Tip: Access positions for across all investors

Analyze quarterly positions in Cohen & Steers REIT/P with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Cohen & Steers REIT/P stock

Who bought or sold Cohen & Steers REIT/Pfd Inc Fd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 1.3M $30M 100% Jun 2025
 View chart
Ellis Investment Partners 1.2M $27M 1% Sep 2025
 View chart
LPL Financial 757k $17M -8% Sep 2025
 View chart
Ameriprise Financial 745k $17M 26% Sep 2025
 View chart
Raymond James Financial 584k $13M -17% Sep 2025
 View chart
Wells Fargo & Company 486k $11M 27% Sep 2025
 View chart
XML Financial 346k $7.8M 10% Sep 2025
 View chart
Royal Bank of Canada 321k $7.2M 3% Sep 2025
 View chart
UBS Group 272k $6.1M 0% Sep 2025
 View chart
Commonwealth Equity Services 242k $5.4M 29% Sep 2025
 View chart
Koshinski Asset Management 205k $4.6M 157% Sep 2025
 View chart
Cetera Investment Advisers 181k $4.1M 19% Sep 2025
 View chart
Johnson Financial Group 156k $3.5M 0% Sep 2025
 View chart
Kestra Advisory Services 154k $3.5M 211% Sep 2025
 View chart
Harbour Investments 124k $2.8M 4% Sep 2025
 View chart
Advisor Group Holdings 117k $2.6M 0% Sep 2025
 View chart
Hennion & Walsh Asset Management 112k $2.5M 13% Sep 2025
 View chart
Consolidated Portfolio Review Corp 94k $2.1M -16% Sep 2025
 View chart
Venture Visionary Partners 90k $2.0M 4% Sep 2025
 View chart
Campbell Capital Management 57k $1.3M -4% Sep 2025
 View chart
Capital Investment Advisors 50k $1.1M -1% Sep 2025
 View chart
Cambridge Investment Research Advisors 49k $1.1M -1% Sep 2025
 View chart
Shufro Rose & Co 49k $1.1M 0% Sep 2025
 View chart
Bartlett & Co. Wealth Management 49k $1.1M 0% Sep 2025
 View chart
Union Bankshares 48k $1.1M -2% Sep 2025
 View chart
Samalin Investment Counsel 46k $1.0M 1% Sep 2025
 View chart
Private Advisor 45k $1.0M 29% Sep 2025
 View chart
Oarsman Capital 42k $952k 0% Sep 2025
 View chart
Advisors Asset Management 42k $949k -3% Sep 2025
 View chart
Wiley Bros.-aintree Capital 35k $795k -1% Sep 2025
 View chart
AlphaCore Capital 34k $759k -1% Sep 2025
 View chart
Sound Income Strategies 33k $704k -17% Sep 2025
 View chart
Steward Partners Investment Advisory 32k $712k 5% Sep 2025
 View chart
Smith Asset Management 31k $694k 6% Sep 2025
 View chart
Magnus Financial Group 29k $647k 44% Sep 2025
 View chart
Everstar Asset Management 28k $631k -4% Sep 2025
 View chart
Secure Asset Management 26k $577k 3% Sep 2025
 View chart
Insigneo Advisory Services 24k $535k 0% Sep 2025
 View chart
RB Capital Management 23k $514k 0% Sep 2025
 View chart
WealthBridge Capital Management 23k $505k 2% Sep 2025
 View chart
HighTower Advisors 22k $493k -14% Sep 2025
 View chart
Moloney Securities Asset Management 19k $429k 2% Sep 2025
 View chart
Wealth Enhancement Advisory Services 19k $412k -3% Sep 2025
 View chart
Creative Planning 18k $413k 0% Sep 2025
 View chart
Colony 18k $409k -8% Sep 2025
 View chart
Nations Financial Group 18k $397k 0% Sep 2025
 View chart
QTR Family Wealth 17k $382k 100% Sep 2025
 View chart
Invesco 17k $379k -26% Sep 2025
 View chart
Northern Trust 17k $376k 1% Sep 2025
 View chart
Brian McDonald 17k $370k 0% Sep 2025
 View chart
Envestnet Asset Management 16k $368k 13% Sep 2025
 View chart
Davenport & Co 16k $353k 0% Sep 2025
 View chart
West Michigan Advisors 15k $344k -3% Sep 2025
 View chart
Janney Montgomery Scott 15k $340k 0% Sep 2025
 View chart
Northwestern Mutual Wealth Management Company 15k $339k 1% Sep 2025
 View chart
Pnc Financial Services 15k $336k 8% Sep 2025
 View chart
Oregon Pacific Wealth Management 14k $314k -3% Sep 2025
 View chart
International Assets Investment Management 14k $316k 0% Sep 2025
 View chart
Wealth Effects 14k $310k 0% Sep 2025
 View chart
Investment Planning Advisors 14k $304k -12% Sep 2025
 View chart
Silver Oak Securities 13k $294k 3% Sep 2025
 View chart
Mml Investors Services 13k $294k 45% Sep 2025
 View chart
Intellus Advisors 13k $282k 29% Sep 2025
 View chart
Susquehanna International 12k $277k 100% Sep 2025
 View chart
TFG Advisers 12k $271k 0% Jun 2025
 View chart
LexAurum Advisors 12k $266k -3% Sep 2025
 View chart
Advisory Services Network 12k $266k 0% Sep 2025
 View chart
Future Financial Wealth Managment 12k $264k 100% Sep 2025
 View chart
one8zero8 11k $247k 0% Sep 2025
 View chart
D.A. Davidson & Co. 11k $242k 0% Sep 2025
 View chart
Ameritas Advisory Services 11k $241k 0% Sep 2025
 View chart
Mariner Wealth Advisors 10k $230k -1% Sep 2025
 View chart
Darren Munn 10k $229k -56% Sep 2025
 View chart
Fifth Third Bancorp 9.9k $223k 10% Sep 2025
 View chart
NWF Advisory Services 9.9k $222k 0% Sep 2025
 View chart
Lakeridge Wealth Management 9.8k $220k 0% Sep 2025
 View chart
Modern Wealth Management 9.5k $214k 0% Sep 2025
 View chart
Cornerstone Wealth Management 9.3k $210k 1% Sep 2025
 View chart
IHT Wealth Management 9.3k $209k 0% Sep 2025
 View chart
Private Trust Co Na 7.2k $162k 0% Sep 2025
 View chart
Rockefeller Capital Management 5.5k $124k 100% Sep 2025
 View chart
Geneos Wealth Management 5.0k $113k 2% Sep 2025
 View chart
TD Waterhouse Canada 5.0k $112k 0% Sep 2025
 View chart
Triumph Capital Management 4.8k $109k 100% Sep 2025
 View chart
MAI Wealth Advisors 4.0k $91k 0% Sep 2025
 View chart
Manchester Capital Management 4.0k $90k 0% Sep 2025
 View chart
Farther Finance Advisors 4.0k $89k 100% Sep 2025
 View chart
Us Bancorp 3.6k $80k 182% Sep 2025
 View chart
SRS Capital Advisors 3.4k $76k 100% Sep 2025
 View chart
CX Institutional 3.0k $68k 100% Sep 2025
 View chart
Islay Capital Management 3.0k $67k 0% Sep 2025
 View chart
Cullen Frost Bankers 2.7k $61k 0% Sep 2025
 View chart
Strategic Wealth Partners 2.6k $57k 24% Sep 2025
 View chart
Parkside Financial Bank & Trust 2.5k $56k 0% Sep 2025
 View chart
Eastern Bank 2.4k $54k 100% Sep 2025
 View chart
Hanson McClain Advisors 2.2k $50k 0% Sep 2025
 View chart
Investors Research Corp 2.2k $50k 0% Sep 2025
 View chart
Hartland & Co 2.0k $45k 0% Sep 2025
 View chart
Capital Advisors 2.0k $45k 0% Sep 2025
 View chart
Spire Wealth Management 2.0k $44k -68% Sep 2025
 View chart
CWM 1.9k $42k -37% Sep 2025
 View chart
Global Retirement Partners 1.7k $38k 100% Sep 2025
 View chart
Caldwell Sutter Capital 1.2k $27k -59% Sep 2025
 View chart
Nbc Securities 1.2k $27k -14% Sep 2025
 View chart
Main Street Group 1.0k $23k 0% Sep 2025
 View chart
Jpmorgan Chase & Co 1.0k $23k 100% Sep 2025
 View chart
Hurley Capital 1.0k $23k 0% Sep 2025
 View chart
Truvestments Capital 916.00 $21k 100% Sep 2025
 View chart
Toth Financial Advisory Corporation 880.00 $20k 5% Sep 2025
 View chart
Goss Wealth Management 818.00 $18k 0% Sep 2025
 View chart
Sontag Advisory 736.00 $17k 100% Sep 2025
 View chart
Fortis Group Advisors 600.00 $14k 0% Sep 2025
 View chart
Cape Investment Advisory 600.00 $14k 0% Jun 2025
 View chart
Bogart Wealth 560.00 $13k 0% Sep 2025
 View chart
Hartford Financial Management 444.00 $10k 0% Sep 2025
 View chart
Costello Asset Management 416.00 $9.4k 0% Sep 2025
 View chart
TD Capital Management 409.00 $9.2k 0% Sep 2025
 View chart
Trust 400.00 $9.0k 0% Sep 2025
 View chart
KERR FINANCIAL PLANNING Corp 400.00 $8.2k 100% Sep 2025
 View chart
JDM Financial Group 295.00 $6.6k -39% Sep 2025
 View chart
Rossby Financial, LCC 283.00 $6.3k 100% Sep 2025
 View chart
IFP Advisors 259.00 $5.8k 0% Sep 2025
 View chart
Hazlett, Burt & Watson 247.00 $5.7k 16% Sep 2025
 View chart
Principal Securities 228.00 $5.1k 0% Sep 2025
 View chart
American National Bank 218.00 $4.9k 0% Sep 2025
 View chart
Signature 200.00 $4.5k 100% Sep 2025
 View chart
Russell Investments 200.00 $4.5k 100% Sep 2025
 View chart
Highline Wealth Partners 150.00 $3.4k 100% Sep 2025
 View chart
Sunbelt Securities 150.00 $3.4k 0% Sep 2025
 View chart
Exchange Traded Concepts 59.00 $1.3k -83% Sep 2025
 View chart
Wolff Wiese Magana 28.00 $630.000000 0% Sep 2025
 View chart
Hollencrest Securities 10.00 $225.000000 0% Sep 2025
 View chart
Parallel Advisors 3.00 $66.999900 0% Sep 2025
 View chart
Tower Research Capital 2.00 $45.000000 0% Sep 2025
 View chart
Kozak & Associates 1.00 $11.000000 -100% Sep 2025
 View chart
Atlantic Trust 0 $0 -100% Sep 2025
 View chart

Who sold out of Cohen & Steers REIT/P?

Fund or Company Name Date Sold Shares Held Valued At
First Trust Advisors Jun 2025 80k $1.8M
Atria Wealth Solutions Mar 2025 18k $400k
HBK Sorce Advisory Jun 2025 11k $243k
Annex Advisory Services, LLC, d/b/a Annex Wealth Management Jun 2025 8.8k $201k
CoreCap Advisors Jun 2025 4.2k $95k
EverSource Wealth Advisors Jun 2025 2.8k $63k
CFG Asset Management Jun 2025 1.5k $34k
Ameriflex Group Jun 2025 1.5k $33k
Beaird Harris Wealth Management Jun 2025 300.00 $6.8k
Ronald Blue Trust Jun 2025 257.00 $5.9k
Total Investment Management Jun 2025 64.00 $1.5k
Jones Financial Companies, L.L Jun 2025 35.00 $792.001000