Institutional Ownership
Cohen & Steers REIT & Pfd &
CUSIP 19247X100COMXRNPXQ1 2026
Institutional Holders
118
13F filers
Shares Held
9.19M
Aggregate institutional
Institutional Value
$178.85M
Q1 2026
Net New Holders
-12
6 new · 18 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased39
Decreased37
Sold out18
Institutional Holders
118 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ellis Investment Partners, LLC | 1.26M | $24.90M | +33.2K | Added |
| 2 | Morgan Stanley | 1.16M | $22.95M | −179.7K | Reduced |
| 3 | Lpl Financial LLC | 743.0K | $14.68M | −10.5K | Reduced |
| 4 | Ameriprise Financial Inc | 689.4K | $13.62M | −145.4K | Reduced |
| 5 | Wells Fargo & Company/Mn | 678.2K | $13.40M | −7.9K | Reduced |
| 6 | Bank Of America Corp /De/ | 600.8K | $11.87M | +51.7K | Added |
| 7 | Xml Financial, LLC | 561.1K | $11.09M | +144.0K | Added |
| 8 | Raymond James Financial Inc | 319.0K | $6.30M | +35.3K | Added |
| 9 | Royal Bank Of Canada | 313.2K | $6.19M | +7.4K | Added |
| 10 | Ubs Group AG | 254.0K | $5.02M | −5.0K | Reduced |
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