COHEN & STEERS REIT & PFD IN shareholder history

Current and past COHEN & STEERS REIT & PFD IN shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.02%0.06%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.01%0.02%Q2 2013Q3 202342
Camelot Portfolios, LLC 42420.58%3.17%5.07%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.03%0.09%0.17%Q2 2013Q4 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Capital Investment Advisors, LLC 3820.03%0.14%0.34%Q4 2013Q4 202340
Janney Montgomery Scott LLC 2910.00%0.01%0.02%Q3 2013Q3 202339
Invesco Ltd. 3450.00%0.00%0.00%Q2 2013Q3 202339
Avior Wealth Management, LLC 39390.00%0.02%0.04%Q1 2014Q3 202339
Advisors Asset Management, Inc. 39390.01%0.15%0.47%Q2 2013Q4 202239
Cetera Advisor Networks LLC 22170.01%0.05%0.12%Q4 2013Q3 202339
PNC FINANCIAL SERVICES GROUP, INC. 3720.00%0.00%0.00%Q2 2013Q3 202339
GUGGENHEIM CAPITAL LLC 20180.00%0.01%0.05%Q2 2013Q3 202338
Raymond James Financial Services Advisors, Inc. 3610.01%0.01%0.03%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.00%0.01%0.02%Q4 2013Q3 202336
D.A. DAVIDSON & CO. 1240.00%0.00%0.01%Q2 2013Q3 202334
US BANCORP \DE\ 34340.00%0.00%0.00%Q2 2015Q3 202334
DEUTSCHE BANK AG\ 33330.00%0.00%0.00%Q3 2013Q3 202133
AMERIPRISE FINANCIAL INC 2760.00%0.00%0.00%Q2 2013Q3 202333
Capital Advisors, Ltd. LLC 33330.00%0.06%0.11%Q3 2015Q3 202333
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
ENVESTNET ASSET MANAGEMENT INC 1310.00%0.00%0.04%Q1 2014Q2 202331
Koshinski Asset Management, Inc. 1920.07%0.13%0.25%Q4 2014Q3 202331
SMITH, MOORE & CO. 30300.04%0.17%0.33%Q1 2016Q2 202330
Point View Wealth Management, Inc. 29290.13%0.24%0.42%Q4 2013Q4 202029
Creative Planning 1010.00%0.00%0.00%Q2 2013Q1 202329
DUBUQUE BANK & TRUST CO 29290.03%0.54%1.06%Q3 2015Q3 202229
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.00%0.01%Q3 2015Q3 202329
RB Capital Management, LLC 28280.02%0.95%1.74%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
Stratos Wealth Partners, LTD. 1260.01%0.11%0.54%Q4 2014Q2 202226
Stellar Capital Management, LLC 15110.30%0.42%0.70%Q4 2013Q2 202026
Steward Partners Investment Advisory, LLC 1880.00%0.01%0.02%Q4 2016Q3 202326
BB&T SECURITIES, LLC 26260.01%0.01%0.02%Q2 2013Q3 201926
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
HighTower Advisors, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 24240.04%0.16%0.40%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.00%0.01%0.03%Q1 2016Q4 202124
Carroll Financial Associates, Inc. 2110.00%0.03%0.34%Q2 2013Q2 202123
CORNERSTONE ADVISORS INC 1760.17%1.81%3.53%Q2 2013Q1 201923
PARAMETRIC PORTFOLIO ASSOCIATES LLC 12110.00%0.02%0.03%Q2 2013Q4 201923
Cetera Advisors LLC 1940.00%0.02%0.04%Q2 2013Q1 202223
Winslow, Evans & Crocker, Inc. 2210.00%0.00%0.03%Q4 2013Q3 201923
Global Retirement Partners, LLC 1840.00%0.00%0.01%Q2 2017Q4 202222
McGowan Group Asset Management, Inc. 1930.09%4.30%6.92%Q4 2014Q4 202022
STIFEL FINANCIAL CORP 1510.00%0.00%0.00%Q2 2016Q2 202322
IFP Advisors, Inc 1470.00%0.03%0.06%Q4 2015Q3 202321
WOLVERINE ASSET MANAGEMENT LLC 610.00%0.07%0.15%Q2 2013Q3 202321
Johnson Financial Group, Inc. 21210.05%1.28%2.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
AdvisorNet Financial, Inc 21210.00%0.05%0.09%Q4 2017Q4 202221
CAMPBELL CAPITAL MANAGEMENT INC 1910.58%1.26%2.25%Q4 2018Q4 202320
American Portfolios Advisors 20200.01%0.01%0.03%Q4 2017Q3 202220
TFG Advisers LLC 20200.14%0.30%0.43%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20203.00%3.96%5.06%Q4 2018Q3 202320
NEXT Financial Group, Inc 620.01%0.01%0.03%Q2 2014Q4 202120
Private Advisor Group, LLC 1420.00%0.01%0.01%Q3 2018Q3 202319
CWM, LLC 1180.00%0.00%0.00%Q4 2018Q3 202319
FIRST INTERSTATE BANK 18180.00%0.00%0.00%Q3 2015Q4 201918
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
WESPAC Advisors, LLC 17170.27%0.82%1.59%Q4 2015Q4 201917
LINCOLN NATIONAL CORP 17170.01%0.02%0.02%Q3 2019Q3 202317
DOLIVER ADVISORS, LP 910.08%0.44%1.28%Q2 2013Q3 202117
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
DAVENPORT & Co LLC 1510.00%0.00%0.00%Q2 2018Q3 202316
MENLO ADVISORS LLC 16160.17%0.33%0.48%Q2 2016Q1 202016
M&T BANK CORP 16160.00%0.00%0.00%Q2 2013Q1 201716
Sharkey, Howes & Javer 1510.03%0.03%0.04%Q1 2015Q2 201916
Parallel Advisors, LLC 1210.00%0.00%0.00%Q1 2017Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.04%0.09%0.19%Q4 2019Q3 202316
PRIVATE TRUST CO NA 720.02%0.03%0.05%Q1 2013Q3 202315
MSI Financial Services Inc 15150.00%0.02%0.06%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Magnus Financial Group LLC 15150.02%0.07%0.11%Q1 2020Q3 202315
XML Financial, LLC 15150.02%0.12%0.28%Q4 2019Q2 202315
Summit X, LLC 15150.02%0.13%0.24%Q1 2020Q3 202315
Investors Research Corp 15150.01%0.02%0.02%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Dana Investment Advisors, Inc. 1410.01%0.01%0.01%Q1 2014Q2 201915
Patriot Financial Group Insurance Agency, LLC 1410.00%0.01%0.02%Q3 2018Q2 202215
Oxbow Advisors, LLC 14140.04%0.16%0.30%Q1 2018Q2 202114
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.02%0.10%0.22%Q2 2015Q3 202314
Hanson & Doremus Investment Management 14140.00%0.00%0.00%Q2 2013Q3 201614
HoyleCohen, LLC 13130.03%0.04%0.07%Q3 2020Q3 202313
Joel Isaacson & Co., LLC 13130.00%0.00%0.01%Q4 2013Q4 201613
Atlantic Union Bankshares Corp 13130.05%0.24%0.36%Q3 2020Q3 202313
Bell Rock Capital LLC 13130.03%0.04%0.06%Q4 2016Q4 201913
BESSEMER GROUP INC 1120.00%0.01%0.02%Q4 2015Q1 201913
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
VSR Financial Services, Inc. 13130.07%0.10%0.16%Q2 2013Q2 201613
Horan Securities, Inc. 1110.00%0.00%0.00%Q3 2016Q1 202013
Highlander Capital Management, LLC 13130.10%0.11%0.18%Q2 2013Q2 201613
RIVERNORTH CAPITAL MANAGEMENT, LLC 1110.01%0.22%0.44%Q3 2013Q1 201812
Hartford Financial Management Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Transamerica Financial Advisors, Inc. 12120.02%0.02%0.05%Q2 2013Q1 201612
Formidable Asset Management, LLC 11110.05%0.07%0.11%Q3 2013Q1 201611
Ahrens Investment Partners LLC 11110.07%0.29%0.80%Q3 2020Q1 202311
Berger Financial Group, Inc 740.02%0.05%0.07%Q4 2020Q3 202311
ROCKY MOUNTAIN ADVISERS, LLC 11110.46%1.27%1.91%Q1 2021Q3 202311
ROWLAND CARMICHAEL ADVISORS INC /ADV 11110.16%0.34%0.43%Q2 2018Q4 202011
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.00%0.01%Q1 2021Q3 202311
Bogart Wealth, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
All Season Financial Advisors, Inc. 10100.26%0.36%0.47%Q2 2021Q3 202310
BANK OF MONTREAL /CAN/ 410.00%0.00%0.00%Q2 2013Q4 202210
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 640.06%0.16%0.37%Q2 2013Q1 201610
Investors Capital Advisory Services 10100.03%0.04%0.04%Q1 2014Q2 201610
WFG Advisors, LP 730.00%0.00%0.01%Q2 2013Q3 201610
SeaCrest Wealth Management, LLC 610.01%0.02%0.03%Q4 2017Q2 202210
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 640.00%0.00%0.00%Q2 2013Q1 201810
Certified Advisory Corp 10100.00%0.01%0.01%Q4 2017Q1 202010
WOLFF WIESE MAGANA LLC 10100.04%0.04%0.05%Q4 2020Q1 202310
Antonetti Capital Management LLC 910.00%0.01%0.02%Q2 2010Q3 202310
THRIVENT FINANCIAL FOR LUTHERANS 710.00%0.01%0.01%Q2 2014Q2 201810
HARBOUR INVESTMENTS, INC. 640.07%0.09%0.12%Q1 2021Q3 202310
Column Capital Advisors, LLC 10100.01%0.01%0.01%Q2 2020Q3 202210
WEDBUSH SECURITIES INC 910.03%0.09%0.18%Q2 2013Q1 201710
LexAurum Advisors, LLC 10100.08%0.77%1.28%Q2 2021Q3 202310
AQR Arbitrage LLC 610.01%0.02%0.03%Q1 2015Q3 202010
Pinnacle Summer Investments, Inc. 810.00%0.01%0.01%Q2 2013Q3 20159
HUNTINGTON NATIONAL BANK 990.00%0.00%0.01%Q2 2017Q2 20199
BANK OF STOCKTON 710.09%0.27%1.01%Q2 2013Q2 20179
Atria Investments, Inc 990.04%0.13%0.18%Q3 2014Q3 20169
Venture Visionary Partners LLC 810.02%0.02%0.03%Q1 2021Q3 20239
SHUFRO ROSE & CO LLC 990.02%0.06%0.08%Q3 2021Q3 20239
IHT Wealth Management, LLC 410.00%0.04%0.12%Q2 2017Q3 20239
Westwind Capital 990.01%0.01%0.01%Q4 2017Q4 20199
CITY HOLDING CO 990.01%0.01%0.02%Q4 2013Q4 20159
WINSLOW ASSET MANAGEMENT INC 880.04%0.04%0.04%Q2 2013Q1 20158
Round Rock Advisors, LLC 880.14%0.18%0.26%Q4 2021Q3 20238
Shaker Financial Services, LLC 310.18%0.31%0.63%Q2 2013Q2 20208
Weather Gauge Advisory, LLC 620.20%0.24%0.28%Q4 2018Q3 20218
FourThought Financial, LLC 880.18%0.21%0.24%Q4 2020Q3 20228
GEODE CAPITAL MANAGEMENT, LLC 440.00%0.00%0.00%Q3 2013Q4 20158
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2013Q3 20238
Klingman & Associates, LLC 880.01%0.01%0.01%Q4 2014Q3 20168
Retirement Group, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
MUFG Americas Holdings Corp 620.00%0.00%0.00%Q4 2013Q2 20178
Gemmer Asset Management LLC 530.00%0.01%0.02%Q1 2014Q3 20168
FIRST FOUNDATION ADVISORS 620.01%0.02%0.04%Q2 2019Q3 20218
AMERICAN NATIONAL BANK 880.00%0.01%0.01%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.16%0.21%0.26%Q4 2021Q3 20238
BNP PARIBAS FINANCIAL MARKETS 880.00%0.00%0.00%Q2 2013Q1 20158
TOCQUEVILLE ASSET MANAGEMENT L.P. 710.00%0.00%0.00%Q2 2014Q2 20168
Graves Light Lenhart Wealth, Inc. 770.03%0.03%0.04%Q4 2020Q2 20227
Capital Analysts, LLC 410.00%0.00%0.00%Q2 2019Q3 20237
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
CREDIT SUISSE AG/ 770.00%0.00%0.00%Q1 2013Q3 20147
Raleigh Capital Management Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
FIRST MANHATTAN CO. LLC. 770.00%0.00%0.00%Q2 2021Q4 20227
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 610.09%0.27%0.36%Q4 2015Q4 20187
FMR LLC 210.00%0.00%0.00%Q4 2018Q3 20227
RMB Capital Management, LLC 210.01%0.06%0.13%Q3 2015Q2 20207
NEW ENGLAND SECURITIES CORP /MA/ 510.01%0.02%0.04%Q2 2013Q4 20146
GOODWIN DANIEL L 310.09%0.13%0.17%Q2 2021Q3 20236
Worth Asset Management, LLC 660.00%0.00%0.01%Q1 2022Q2 20236
Castle Rock Wealth Management, LLC 660.14%0.24%0.43%Q3 2020Q4 20216
Arkadios Wealth Advisors 420.00%0.01%0.02%Q4 2019Q3 20216
WEST MICHIGAN ADVISORS, LLC 660.16%0.24%0.31%Q4 2021Q1 20236
Jefferies Group LLC 660.01%0.02%0.02%Q1 2019Q2 20206
AQR Capital Management 660.00%0.01%0.01%Q3 2013Q4 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Prospera Financial Services Inc 310.01%0.02%0.04%Q3 2020Q3 20226
PEAPACK GLADSTONE FINANCIAL CORP 660.01%0.01%0.01%Q1 2021Q2 20226
CLOUGH CAPITAL PARTNERS L P 410.02%0.04%0.08%Q2 2015Q3 20226
AVANTAX ADVISORY SERVICES, INC. 410.00%0.01%0.01%Q3 2019Q1 20236
Quad-Cities Investment Group, LLC 660.03%0.06%0.11%Q2 2018Q3 20196
Allworth Financial LP 510.00%0.00%0.00%Q4 2021Q3 20236
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q3 2021Q4 20226
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.01%0.05%0.17%Q4 2020Q3 20236
Atria Wealth Solutions, Inc. 510.00%0.01%0.01%Q1 2022Q3 20236
AlphaMark Advisors, LLC 510.00%0.01%0.01%Q2 2013Q3 20236
Thomas J. Herzfeld Advisors, Inc. 660.12%0.25%0.35%Q2 2013Q3 20146
Sonora Investment Management, LLC 410.00%0.00%0.00%Q3 2015Q1 20205
SENTINEL TRUST CO LBA 550.06%0.07%0.07%Q4 2013Q4 20145
Evanson Asset Management, LLC 550.02%0.02%0.03%Q1 2021Q1 20225
Matisse Capital 320.36%1.96%4.05%Q4 2015Q2 20205
Covenant Asset Management, LLC 550.58%0.61%0.63%Q4 2016Q4 20175
Kozak & Associates, Inc. 550.00%0.00%0.00%Q3 2021Q3 20225
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q4 2020Q2 20235
High Net Worth Advisory Group LLC 550.02%0.02%0.02%Q4 2021Q4 20225
SG Americas Securities, LLC 210.00%0.00%0.01%Q4 2013Q1 20165
Wellington Shields Capital Management, LLC 410.03%0.04%0.06%Q2 2021Q3 20225
JAMES INVESTMENT RESEARCH INC 550.00%0.00%0.00%Q3 2013Q3 20145
MARINER INVESTMENT GROUP LLC 550.91%1.02%1.16%Q1 2015Q1 20165
UNITED CAPITAL FINANCIAL ADVISORS, LLC 550.01%0.03%0.06%Q2 2014Q2 20155
Firestone Capital Management 550.03%0.03%0.03%Q3 2020Q3 20215
Coston, McIsaac & Partners 550.00%0.00%0.00%Q2 2022Q2 20235
Total Clarity Wealth Management, Inc. 210.01%0.04%0.07%Q4 2019Q2 20225
Spire Wealth Management 550.01%0.02%0.03%Q1 2021Q1 20225
Principle Wealth Partners LLC 550.03%0.10%0.15%Q2 2021Q2 20225
COMMUNITY BANK SYSTEM, INC. 550.00%0.00%0.00%Q2 2013Q2 20145
SEI INVESTMENTS CO 310.00%0.00%0.00%Q3 2016Q2 20185
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
BENJAMIN F. EDWARDS & COMPANY, INC. 320.00%0.00%0.00%Q3 2017Q2 20225
D'Orazio & Associates, Inc. 440.00%0.01%0.01%Q3 2020Q2 20214
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q1 2017Q4 20204
Silicon Hills Wealth Management, LLC 440.14%0.16%0.18%Q2 2021Q1 20224
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.02%0.04%0.05%Q4 2017Q3 20184
Sanctuary Wealth Management, L.L.C. 210.02%0.02%0.03%Q1 2010Q3 20234
Sowell Financial Services LLC 310.00%0.00%0.00%Q3 2019Q1 20214
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.03%0.04%0.05%Q1 2019Q1 20204
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
People's United Financial, Inc. 440.00%0.00%0.00%Q3 2016Q2 20174
FULTON BREAKEFIELD BROENNIMAN LLC 440.02%0.02%0.02%Q2 2021Q1 20224
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Ameritas Investment Company, LLC 310.02%0.04%0.06%Q4 2018Q1 20204
Penserra Capital Management LLC 220.10%0.13%0.14%Q1 2021Q2 20224
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q2 2016Q1 20174
Good Life Advisors, LLC 220.02%0.02%0.03%Q4 2021Q3 20234
MOORE CAPITAL MANAGEMENT, LP 440.06%0.08%0.10%Q4 2015Q3 20164
1832 Asset Management L.P. 440.02%0.03%0.03%Q2 2013Q1 20144
LEVEL FOUR FINANCIAL, LLC 440.21%0.23%0.24%Q4 2020Q3 20214
INSIGNEO ADVISORY SERVICES, LLC 440.08%0.13%0.20%Q4 2022Q3 20234
Gramercy Funds Management LLC 310.01%0.33%0.51%Q4 2013Q4 20144
CALDWELL SUTTER CAPITAL, INC. 440.03%0.04%0.05%Q4 2022Q3 20234
COWA, LLC 210.00%0.04%0.11%Q4 2020Q1 20234
Lee Financial Co 310.00%0.10%0.16%Q4 2016Q3 20214
FourThought Financial Partners, LLC 440.15%0.16%0.18%Q4 2022Q3 20234
TFS CAPITAL LLC 310.02%0.03%0.06%Q4 2013Q1 20164
BOKF, NA 330.01%0.01%0.01%Q3 2021Q1 20223
Taylor Hoffman Wealth Management 210.01%0.02%0.02%Q3 2019Q2 20203
MRA Advisory Group 330.17%0.18%0.18%Q2 2021Q4 20213
FNY Investment Advisers, LLC 330.01%0.02%0.03%Q4 2020Q2 20213
Virtu Financial LLC 110.02%0.02%0.03%Q2 2019Q1 20233
Financial Gravity Companies, Inc. 210.00%0.00%0.01%Q4 2017Q4 20183
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Brookfield Asset Management 210.00%0.02%0.03%Q4 2013Q4 20183
DEAN INVESTMENT ASSOCIATES, LLC 330.27%0.30%0.35%Q2 2013Q4 20133
NATIONAL BANK OF CANADA /FI/ 330.00%0.00%0.00%Q4 2021Q2 20223
MGO ONE SEVEN LLC 210.04%0.06%0.06%Q4 2017Q4 20183
Financial Gravity Asset Management, Inc. 330.01%0.01%0.01%Q1 2018Q3 20183
OTA Financial Group L.P. 210.14%0.24%0.38%Q1 2014Q4 20163
Cornerstone Advisors, LLC 210.04%0.08%0.14%Q4 2019Q2 20223
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
TOMPKINS FINANCIAL CORP 210.01%0.01%0.01%Q4 2020Q3 20213
Weiss Asset Management LP 110.04%0.08%0.14%Q4 2015Q4 20183
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q4 2014Q1 20203
AE Wealth Management LLC 210.01%0.05%0.08%Q2 2017Q3 20193
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Samalin Investment Counsel, LLC 210.04%0.15%0.25%Q4 2019Q3 20233
AFT, FORSYTH & COMPANY, INC. 210.17%0.20%0.23%Q2 2013Q2 20193
CAZ INVESTMENTS LP 330.34%0.45%0.51%Q4 2014Q2 20153
LEVEL FOUR ADVISORY SERVICES, LLC 330.02%0.04%0.05%Q4 2021Q2 20223
Bard Financial Services, Inc. 210.02%0.02%0.02%Q2 2021Q1 20223
Wealthcare Advisory Partners LLC 330.02%0.02%0.02%Q1 2021Q3 20213
RFG Advisory, LLC 210.01%0.02%0.05%Q4 2022Q3 20233
Belpointe Asset Management LLC 210.00%0.01%0.02%Q1 2019Q1 20233
JANUS HENDERSON INVESTORS US LLC 330.00%0.00%0.00%Q2 2016Q4 20163
RESOLUTE FINANCIAL, LLC 330.31%0.32%0.33%Q2 2022Q4 20223
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Kovack Advisors, Inc. 110.02%0.03%0.04%Q4 2019Q4 20213
Elequin Capital, LP 330.00%0.04%0.07%Q1 2023Q3 20233
Golden State Wealth Management, LLC 210.00%0.00%0.00%Q2 2019Q1 20203
Sutton Wealth Advisors Inc. 330.00%0.02%0.03%Q2 2016Q4 20163
FIRST AMERICAN TRUST, FSB 330.17%0.19%0.21%Q2 2013Q4 20133
BLACKROCK ADVISORS LLC 330.00%0.00%0.00%Q3 2015Q1 20163
TCG Advisors, LP 330.15%0.22%0.31%Q3 2019Q1 20203
TCG Advisory Services, LLC 110.05%0.05%0.05%Q2 2021Q4 20212
Burt Wealth Advisors 220.06%0.06%0.06%Q4 2014Q1 20152
Bruderman Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Hilton Capital Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Gradient Investments LLC 110.00%0.00%0.00%Q1 2018Q3 20222
Arlington Capital Management, Inc. 220.96%0.99%1.02%Q1 2015Q2 20152
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
PANAGORA ASSET MANAGEMENT INC 220.00%0.00%0.00%Q1 2015Q2 20152
Detwiler Fenton Investment Management LLC 110.19%0.19%0.20%Q2 2011Q3 20122
PARK AVENUE SECURITIES LLC 220.03%0.03%0.04%Q2 2018Q3 20182
River Wealth Advisors LLC 220.05%0.05%0.05%Q4 2021Q1 20222
MACROVIEW INVESTMENT MANAGEMENT LLC 220.09%0.09%0.10%Q2 2018Q3 20182
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Cassady Schiller Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Ionic Capital Management LLC 220.03%0.03%0.03%Q4 2015Q1 20162
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Sigma Planning Corp 110.01%0.01%0.02%Q4 2016Q4 20212
Lido Advisors, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Future Financial Wealth Managment LLC 220.09%0.09%0.09%Q4 2021Q1 20222
Apollon Wealth Management, LLC 220.02%0.02%0.03%Q1 2022Q2 20222
Next Capital Management LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Continuum Advisory, LLC 220.24%0.26%0.29%Q2 2017Q3 20172
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
KILEY JUERGENS WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
TCI Wealth Advisors, Inc. 220.00%0.00%0.00%Q3 2016Q4 20162
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q2 2018Q3 20182
Sheaff Brock Investment Advisors, LLC 220.03%0.03%0.04%Q2 2017Q3 20172
Kore Private Wealth LLC 220.00%0.01%0.01%Q1 2020Q2 20202
Ellevest, Inc. 220.02%0.02%0.02%Q4 2018Q1 20192
Baird Financial Group, Inc. 220.00%0.00%0.00%Q2 2016Q3 20162
Marks Group Wealth Management, Inc 220.25%0.27%0.28%Q4 2019Q1 20202
Transform Wealth, LLC 220.07%0.07%0.08%Q4 2016Q1 20172
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.02%0.04%0.05%Q4 2021Q1 20222
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.01%Q2 2014Q4 20142
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q3 2018Q4 20192
BBR PARTNERS, LLC 220.03%0.04%0.04%Q3 2014Q4 20142
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
ROBINSON CAPITAL MANAGEMENT, LLC 110.28%0.50%0.72%Q4 2013Q2 20142
Allegis Investment Advisors, LLC 220.12%0.12%0.13%Q4 2015Q1 20162
Private Advisory Group LLC 220.04%0.04%0.04%Q4 2021Q1 20222
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
Valley Brook Capital Group, Inc. 220.04%0.05%0.06%Q4 2020Q1 20212
Bellwether Investment Group, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
AIRE ADVISORS, LLC 220.08%0.09%0.11%Q4 2021Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
XML SECURITIES, LLC 221.99%2.18%2.38%Q4 2017Q1 20182
BARCLAYS PLC 220.00%0.00%0.00%Q4 2013Q1 20142
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Fortis Group Advisors, LLC 110.00%0.02%0.03%Q3 2020Q3 20232
WealthBridge Capital Management, LLC 220.04%0.04%0.04%Q4 2018Q1 20192
Quilter Plc 110.01%0.01%0.01%Q2 2021Q2 20211
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Manchester Capital Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MML INVESTORS SERVICES, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q2 2023Q2 20231
HBC Financial Services, PLLC 110.00%0.00%0.00%Q3 2020Q3 20201
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Sandy Spring Bank 110.01%0.01%0.01%Q4 2017Q4 20171
SECURITY NATIONAL TRUST CO 110.02%0.02%0.02%Q1 2016Q1 20161
Planned Solutions, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Inscription Capital, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Segantii Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Kerntke Otto McGlone Wealth Management Group 110.19%0.19%0.19%Q4 2019Q4 20191
Orinda Asset Management LLC 110.62%0.62%0.62%Q4 2018Q4 20181
Merit Financial Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
SBK Financial, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Van Hulzen Asset Management, LLC 110.06%0.06%0.06%Q2 2016Q2 20161
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q1 2019Q1 20191
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2019Q2 20191
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Robbins Farley 110.02%0.02%0.02%Q3 2021Q3 20211
NewSquare Capital LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CASTLE WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Yellowstone Partners, LLC 110.18%0.18%0.18%Q3 2017Q3 20171
Cowen Prime Services LLC 110.07%0.07%0.07%Q2 2013Q2 20131
WEST PACES ADVISORS INC. 110.02%0.02%0.02%Q4 2021Q4 20211
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BHF Kleinwort Benson Group S.A. 110.01%0.01%0.01%Q1 2014Q1 20141
AFFINITY WEALTH MANAGEMENT LLC 113.69%3.69%3.69%Q3 2021Q3 20211
Cornerstone Financial Partners, LLC 110.51%0.51%0.51%Q2 2016Q2 20161
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.04%0.04%0.04%Q4 2018Q4 20181
ORRSTOWN FINANCIAL SERVICES INC 110.00%0.00%0.00%Q2 2013Q2 20131
COUNTRY TRUST BANK 110.00%0.00%0.00%Q2 2015Q2 20151
JOYN Advisors, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
CABOT WEALTH MANAGEMENT INC 110.48%0.48%0.48%Q2 2013Q2 20131
Capital Bank & Trust Co 110.00%0.00%0.00%Q2 2019Q2 20191
Squarepoint Ops LLC 110.05%0.05%0.05%Q4 2015Q4 20151
Integrated Wealth Management 110.00%0.00%0.00%Q1 2016Q1 20161
SIGNATUREFD, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Brookstone Capital Management 110.02%0.02%0.02%Q2 2023Q2 20231
Walleye Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
FineMark National Bank & Trust 110.01%0.01%0.01%Q2 2013Q2 20131
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q2 2018Q2 20181
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
PSI Advisors, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BOOTHBAY FUND MANAGEMENT, LLC 110.11%0.11%0.11%Q4 2015Q4 20151
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q4 2022Q4 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 110.01%0.01%0.01%Q3 2013Q3 20131
Cornerstone Wealth Management, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
FMA ADVISORY INC 110.02%0.02%0.02%Q2 2015Q2 20151
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Resource Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
ACCURATE INVESTMENT SOLUTIONS, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
OLD MISSION CAPITAL, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2019Q3 20191
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Perella Weinberg Partners Capital Management LP 110.01%0.01%0.01%Q2 2013Q2 20131
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Citadel Advisors 110.00%0.00%0.00%Q4 2017Q4 20171
Sugarloaf Wealth Management, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Old North State Trust, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
BlueCrest Capital Management LLP 110.01%0.01%0.01%Q2 2014Q2 20141
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Ancora Advisors LLC 110.03%0.03%0.03%Q1 2014Q1 20141
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2015Q1 20151
FIRST FINANCIAL EQUITY CORPORATION 110.19%0.19%0.19%Q1 2017Q1 20171
ASPIRIANT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Linscomb & Williams, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2019Q3 20191
Quent Capital, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
SVB WEALTH LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Intersect Capital LLC 110.01%0.01%0.01%Q1 2015Q1 20151
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Hudock, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
External links

This page lists all the filers that currently own COHEN & STEERS REIT & PFD IN or have owned COHEN & STEERS REIT & PFD IN in the past.