Who owns Cohen & Steers REIT/Pfd Inc Fd?

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

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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 $27M 12% Jun 2024
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Ellis Investment Partners 1.2M $29M -5% Sep 2024
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LPL Financial 727k $17M 3% Sep 2024
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Bank of America Corporation 597k $14M 1% Sep 2024
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Wells Fargo & Company 413k $9.8M -3% Sep 2024
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International Assets Investment Management 323k $14M 2233% Sep 2024
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Royal Bank of Canada 297k $7.0M 6% Sep 2024
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Raymond James Financial Services Advisors 269k $6.4M 1% Sep 2024
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Johnson Financial Group 180k $4.3M -16% Sep 2024
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Commonwealth Equity Services 137k $3.2M -5% Sep 2024
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Raymond James & Associates 117k $2.8M 0% Sep 2024
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Advisor Group Holdings 100k $2.4M -31% Sep 2024
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Cetera Investment Advisers 93k $1.9M 15% Jun 2024
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Consolidated Portfolio Review Corp 86k $1.7M 401% Jun 2024
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Harbour Investments 84k $2.0M 1% Sep 2024
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First Trust Advisors 81k $1.9M 13% Sep 2024
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Koshinski Asset Management 67k $1.6M 6% Sep 2024
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Campbell Capital Management 61k $1.4M -1% Sep 2024
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Invesco 59k $1.4M 51% Sep 2024
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Bartlett & Co. Wealth Management 59k $1.4M -27% Sep 2024
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Capital Investment Advisors 59k $1.4M -1% Sep 2024
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Union Bankshares 57k $1.3M 0% Sep 2024
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Cambridge Investment Research Advisors 50k $1.2M 0% Sep 2024
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Investment Planning Advisors 46k $928k 0% Sep 2024
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Advisors Asset Management 44k $1.0M 0% Sep 2024
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Shufro Rose & Co 42k $864k 0% Sep 2024
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Oarsman Capital 41k $971k 82% Sep 2024
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Kestra Advisory Services 40k $940k -13% Sep 2024
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Everstar Asset Management 38k $906k 100% Sep 2024
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Private Advisor 37k $871k -8% Sep 2024
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Venture Visionary Partners 31k $723k 4% Sep 2024
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Hennion & Walsh Asset Management 29k $691k 100% Sep 2024
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All Season Financial Advisors 27k $634k 0% Sep 2024
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Northern Trust 26k $614k 12% Sep 2024
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RB Capital Management 26k $610k -8% Sep 2024
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Insigneo Advisory Services 24k $563k 0% Sep 2024
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Pnc Financial Services 22k $516k -1% Sep 2024
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Magnus Financial Group 21k $501k 0% Sep 2024
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XML Financial 21k $497k 86% Sep 2024
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Nations Financial Group 20k $470k 0% Sep 2024
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WealthBridge Capital Management 20k $465k 8% Sep 2024
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Darren Munn 19k $444k -56% Sep 2024
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Steward Partners Investment Advisory 19k $382k 2% Jun 2024
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Atria Wealth Solutions 18k $420k -4% Sep 2024
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Davenport & Co 17k $398k 0% Sep 2024
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Colony 17k $393k 100% Sep 2024
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Mercer Global Advisors 17k $336k -1% Jun 2024
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Wealth Effects 16k $386k -1% Sep 2024
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Brian McDonald 16k $384k 111% Sep 2024
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HoyleCohen 16k $324k -6% Jun 2024
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Advisory Services Network 16k $322k 0% Sep 2024
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Future Financial Wealth Managment 16k $373k 7% Sep 2024
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West Michigan Advisors 16k $370k 0% Sep 2024
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HighTower Advisors 16k $317k 3% Jun 2024
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Northwestern Mutual Wealth Management Company 15k $361k 5% Sep 2024
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Secure Asset Management 15k $356k -13% Sep 2024
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Good Life Advisors 15k $349k 100% Sep 2024
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We Are One Seven 15k $348k -7% Sep 2024
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Branch Banking & Trust Company 14k $283k -15% Jun 2024
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Us Bancorp 13k $300k 0% Sep 2024
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TFG Advisers 12k $288k -3% Sep 2024
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LexAurum Advisors 12k $281k 1% Sep 2024
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Wealth Enhancement Advisory Services 12k $236k -42% Jun 2024
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Creative Planning 11k $258k 100% Sep 2024
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EP Wealth Advisors 11k $255k 100% Sep 2024
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Mariner Wealth Advisors 10k $241k 100% Sep 2024
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Moloney Securities Asset Management 10k $236k 100% Sep 2024
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Lakeridge Wealth Management 9.8k $231k 100% Sep 2024
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Fifth Third Bancorp 9.5k $225k 0% Sep 2024
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management 8.8k $209k 100% Sep 2024
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Ameritas Advisory Services 8.7k $205k 100% Sep 2024
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Private Trust Co Na 7.2k $147k 0% Jun 2024
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Nelson, Van Denburg & Campbell Wealth Management 7.0k $165k 2% Sep 2024
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CoreCap Advisors 4.2k $98k 0% Sep 2024
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Manchester Capital Management 4.0k $95k 0% Sep 2024
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Caldwell Sutter Capital 3.0k $71k 0% Sep 2024
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Islay Capital Management 3.0k $71k 0% Sep 2024
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EverSource Wealth Advisors 2.8k $65k 0% Sep 2024
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Cullen Frost Bankers 2.7k $64k 0% Sep 2024
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Nbc Securities 2.7k $63k 0% Sep 2024
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Parkside Financial Bank & Trust 2.5k $59k 100% Sep 2024
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Investors Research Corp 2.2k $52k 0% Sep 2024
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Capital Advisors 2.0k $47k 0% Sep 2024
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Coppell Advisory Solutions 1.6k $37k 1% Sep 2024
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IFP Advisors 1.3k $26k 386% Jun 2024
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Main Street Group 1.0k $25k 0% Sep 2024
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Sanctuary Wealth Management 1.0k $24k 0% Sep 2024
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Householder Group Estate & Retirement Specialist 994.00 $23k 2% Sep 2024
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Goss Wealth Management 818.00 $17k 0% Jun 2024
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Huntington National Bank 700.00 $17k 100% Sep 2024
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MeadowBrook Investment Advisors 639.00 $15k 0% Sep 2024
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POM Investment Strategies 625.00 $15k 100% Sep 2024
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Toth Financial Advisory Corporation 610.00 $14k 6% Sep 2024
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Fortis Group Advisors 600.00 $14k 0% Sep 2024
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Bogart Wealth 560.00 $13k 0% Sep 2024
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American National Bank 518.00 $12k -32% Sep 2024
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Hanson McClain Advisors 514.00 $12k 0% Sep 2024
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Hartford Financial Management 444.00 $11k 0% Sep 2024
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Gilliland Jeter Wealth Management 410.00 $9.7k 0% Sep 2024
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AlphaMark Advisors 304.00 $7.0k 2% Sep 2024
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Hazlett, Burt & Watson 201.00 $5.0k 0% Sep 2024
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D. J. St. Germain 125.00 $3.0k 100% Sep 2024
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CWM 108.00 $3.0k 100% Sep 2024
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Hollencrest Securities 10.00 $237.000000 0% Sep 2024
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Parallel Advisors 3.00 $71.000100 0% Sep 2024
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Tower Research Capital 1.00 $20.000000 100% Jun 2024
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Who sold out of Cohen & Steers REIT/P?

Fund or Company Name Date Sold Shares Held Valued At
Strategic Financial Concepts Jun 2024 60k $18M
PFG Investments Mar 2024 24k $510k
Guggenheim Capital, LLC Managers Jun 2024 16k $317k
Landscape Capital Management Jun 2024 12k $250k
Stifel Financial Mar 2024 10k $213k
Envestnet Asset Management Jun 2024 9.9k $202k
Jones Financial Companies, L.L Mar 2024 1.1k $24k
Creative Financial Designs Jun 2024 1.0k $21k
Efficient Wealth Management Jun 2024 650.00 $13k
Asset Dedication Jun 2024 272.00 $5.5k
Voisard Asset Management Group Jun 2024 52.00 $1.1k