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% |
| 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% |
| 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 B | -4.73% | 0.54% |
| 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 B | 8.37% | 0.35% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 158.76 K | $3.15 B | -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 B | 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% |
| 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 M | 100.00% | 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% |
| 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 M | -20.34% | 0.05% |
| INSIGNEO ADVISORY SERVICES, LLC | 02/12/2026 | 23.80 K | $472.67 K | 0.00% | 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% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 19.94 K | $395.98 M | 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% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 01/21/2026 | 18.10 K | $359.47 K | -19.38% | 0.04% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 17.65 K | $350.51 K | 0.00% | 0.04% |
| INVESTMENT PLANNING ADVISORS, INC. | 01/20/2026 | 17.14 K | $340.48 K | 26.64% | 0.04% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 16.47 K | $327.00 K | 8.97% | 0.03% |
| INTELLUS ADVISORS LLC | 02/06/2026 | 16.24 K | $322.52 K | 29.53% | 0.03% |
| COMERICA BANK | 01/29/2026 | 15.93 K | $316.41 K | -3.15% | 0.03% |
| WEST MICHIGAN ADVISORS, LLC | 01/28/2026 | 15.35 K | $304.78 K | 0.35% | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 15.00 K | $297.96 K | -0.60% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 14.93 K | $296.58 K | 0.00% | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 14.82 K | $294.22 K | -9.50% | 0.03% |
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Cohen & Steers REIT & Preferred & Income Fund Inc. institutional Ownership - FAQ's
During the previous two years, 180 institutional investors and hedge funds held shares of Cohen & Steers REIT & Preferred & Income Fund Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 1.34 M
Ellis Investment Partners, LLC: 1.23 M
LPL Financial LLC: 753,496
WELLS FARGO & COMPANY/MN: 686,030
XML Financial, LLC: 417,040
ROYAL BANK OF CANADA: 305,770
14.15% of Cohen & Steers REIT & Preferred & Income Fund Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.68 M shares in the last 24 months. This purchase volume represents approximately $207.45 M in transactions.