CUSIP 19247X100
COHEN & STEERS REIT & PFD &
166 institutions · $193.9M total · 9,664,816 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,336,096 | $26.5M | 13.82% | 2025-12-31 |
| 2 | Ellis Investment Partners, LLC | 1,226,761 | $24.4M | 12.69% | 2025-12-31 |
| 3 | AMERIPRISE FINANCIAL INC | 834,825 | $16.6M | 8.63% | 2025-12-31 |
| 4 | LPL Financial LLC | 753,496 | $15.0M | 7.79% | 2025-12-31 |
| 5 | BANK OF AMERICA CORP /DE/ | 592,235 | $13.3M | 6.12% | 2025-12-31 |
| 6 | XML Financial, LLC | 417,040 | $8.3M | 4.31% | 2025-12-31 |
| 7 | WELLS FARGO & COMPANY/MN | 353,204 | $7.0M | 3.65% | 2025-12-31 |
| 8 | UBS Group AG | 258,909 | $5.1M | 2.67% | 2025-12-31 |
| 9 | READYSTATE ASSET MANAGEMENT LP | 241,370 | $4.8M | 2.49% | 2025-12-31 |
| 10 | RAYMOND JAMES FINANCIAL INC | 233,589 | $4.6M | 2.41% | 2025-12-31 |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 187,705 | $3.7M | 1.94% | 2025-12-31 |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 137,222 | $3.7M | 1.41% | 2025-12-31 |
| 13 | Kestra Advisory Services, LLC | 167,163 | $3.3M | 1.72% | 2025-12-31 |
| 14 | Cetera Investment Advisers | 158,762 | $3.2M | 1.64% | 2025-12-31 |
| 15 | Royal Bank of Canada | 147,198 | $2.9M | 1.52% | 2025-12-31 |
| 16 | Johnson Financial Group, Inc. | 139,352 | $2.8M | 1.44% | 2025-12-31 |
| 17 | Hennion & Walsh Asset Management, Inc. | 130,558 | $2.6M | 1.35% | 2025-12-31 |
| 18 | HARBOUR INVESTMENTS, INC. | 129,942 | $2.6M | 1.34% | 2025-12-31 |
| 19 | WOLVERINE ASSET MANAGEMENT LLC | 127,226 | $2.5M | 1.31% | 2025-12-31 |
| 20 | OSAIC HOLDINGS, INC. | 125,334 | $2.5M | 1.29% | 2025-12-31 |
| 21 | Consolidated Portfolio Review Corp | 94,445 | $2.1M | 0.97% | 2025-09-30 |
| 22 | Koshinski Asset Management, Inc. | 96,710 | $1.9M | 1.00% | 2025-12-31 |
| 23 | FIRST TRUST ADVISORS LP | 80,097 | $1.8M | 0.82% | 2025-06-30 |
| 24 | CAMPBELL CAPITAL MANAGEMENT INC | 56,478 | $1.3M | 0.58% | 2025-09-30 |
| 25 | Future Financial Wealth Managment LLC | 57,328 | $1.2M | 0.59% | 2025-12-31 |
| 26 | SHUFRO ROSE & CO LLC | 54,000 | $1.1M | 0.55% | 2025-12-31 |
| 27 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 48,485 | $962.9K | 0.50% | 2025-12-31 |
| 28 | Advisors Asset Management, Inc. | 42,228 | $949.3K | 0.43% | 2025-09-30 |
| 29 | Capital Investment Advisors, LLC | 47,158 | $936.6K | 0.48% | 2025-12-31 |
| 30 | Private Advisor Group, LLC | 46,713 | $927.7K | 0.48% | 2025-12-31 |
| 31 | Samalin Investment Counsel, LLC | 45,537 | $904.4K | 0.47% | 2025-12-31 |
| 32 | Atlantic Union Bankshares Corp | 45,384 | $901.3K | 0.46% | 2025-12-31 |
| 33 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 44,735 | $888.4K | 0.46% | 2025-12-31 |
| 34 | OARSMAN CAPITAL, INC. | 42,350 | $841.1K | 0.43% | 2025-12-31 |
| 35 | Shaker Financial Services, LLC | 40,372 | $801.8K | 0.41% | 2025-12-31 |
| 36 | Mariner, LLC | 37,576 | $746.3K | 0.38% | 2025-12-31 |
| 37 | &PARTNERS | 37,565 | $746.0K | 0.38% | 2025-12-31 |
| 38 | Smith Asset Management Co., LLC | 35,528 | $705.6K | 0.36% | 2025-12-31 |
| 39 | Sound Income Strategies, LLC | 32,985 | $669.9K | 0.34% | 2025-12-31 |
| 40 | Magnus Financial Group LLC | 28,479 | $565.6K | 0.29% | 2025-12-31 |
| 41 | Everstar Asset Management, LLC | 28,060 | $557.3K | 0.29% | 2025-12-31 |
| 42 | Secure Asset Management, LLC | 25,875 | $513.9K | 0.26% | 2025-12-31 |
| 43 | Steward Partners Investment Advisory, LLC | 25,229 | $501.0K | 0.26% | 2025-12-31 |
| 44 | INSIGNEO ADVISORY SERVICES, LLC | 23,800 | $472.7K | 0.24% | 2025-12-31 |
| 45 | JANE STREET GROUP, LLC | 22,808 | $453.0K | 0.23% | 2025-12-31 |
| 46 | Focus Partners Wealth | 22,545 | $447.8K | 0.23% | 2025-12-31 |
| 47 | AlphaCore Capital LLC | 22,361 | $444.1K | 0.23% | 2025-12-31 |
| 48 | HighTower Advisors, LLC | 21,962 | $436.2K | 0.22% | 2025-12-31 |
| 49 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,716 | $419.5K | 0.21% | 2025-12-31 |
| 50 | Farther Finance Advisors, LLC | 19,939 | $396.0K | 0.20% | 2025-12-31 |
| 51 | RB Capital Management, LLC | 19,802 | $393.3K | 0.20% | 2025-12-31 |
| 52 | QTR Family Wealth, LLC | 17,000 | $382.2K | 0.17% | 2025-09-30 |
| 53 | MML INVESTORS SERVICES, LLC | 19,145 | $380.2K | 0.19% | 2025-12-31 |
| 54 | Invesco Ltd. | 16,859 | $379.0K | 0.17% | 2025-09-30 |
| 55 | Creative Planning | 18,502 | $367.5K | 0.19% | 2025-12-31 |
| 56 | WealthBridge Capital Management, LLC | 18,100 | $359.5K | 0.18% | 2025-12-31 |
| 57 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17,649 | $350.5K | 0.18% | 2025-12-31 |
| 58 | Investment Planning Advisors, Inc. | 17,144 | $340.5K | 0.17% | 2025-12-31 |
| 59 | Intellus Advisors LLC | 16,240 | $322.5K | 0.16% | 2025-12-31 |
| 60 | NORTHERN TRUST CORP | 15,734 | $312.5K | 0.16% | 2025-12-31 |
| 61 | WEST MICHIGAN ADVISORS, LLC | 15,346 | $304.8K | 0.15% | 2025-12-31 |
| 62 | COMERICA BANK | 15,207 | $302.0K | 0.15% | 2025-12-31 |
| 63 | ENVESTNET ASSET MANAGEMENT INC | 14,815 | $294.2K | 0.15% | 2025-12-31 |
| 64 | DAVENPORT & Co LLC | 14,586 | $289.7K | 0.15% | 2025-12-31 |
| 65 | HUB Investment Partners, LLC | 14,000 | $278.0K | 0.14% | 2025-12-31 |
| 66 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,312 | $276.8K | 0.12% | 2025-09-30 |
| 67 | Oregon Pacific Wealth Management, LLC | 13,702 | $272.1K | 0.14% | 2025-12-31 |
| 68 | TFG Advisers LLC | 11,919 | $271.4K | 0.12% | 2025-06-30 |
| 69 | SILVER OAK SECURITIES, INCORPORATED | 13,502 | $270.5K | 0.13% | 2025-12-31 |
| 70 | LexAurum Advisors, LLC | 11,842 | $266.2K | 0.12% | 2025-09-30 |
| 71 | Sanctuary Advisors, LLC | 13,313 | $264.4K | 0.13% | 2025-12-31 |
| 72 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13,028 | $258.7K | 0.13% | 2025-12-31 |
| 73 | HBK Sorce Advisory LLC | 10,687 | $243.3K | 0.11% | 2025-06-30 |
| 74 | Ameritas Advisory Services, LLC | 10,725 | $241.1K | 0.11% | 2025-09-30 |
| 75 | AQR CAPITAL MANAGEMENT LLC | 11,920 | $236.7K | 0.12% | 2025-12-31 |
| 76 | NWF Advisory Services Inc. | 9,902 | $234.4K | 0.10% | 2025-09-30 |
| 77 | Advisory Services Network, LLC | 11,402 | $226.4K | 0.11% | 2025-12-31 |
| 78 | Equitable Holdings, Inc. | 11,308 | $224.6K | 0.11% | 2025-12-31 |
| 79 | WEALTH EFFECTS LLC | 11,300 | $224.4K | 0.11% | 2025-12-31 |
| 80 | Lakeridge Wealth Management LLC | 9,770 | $219.6K | 0.10% | 2025-09-30 |
| 81 | one8zero8, LLC | 11,000 | $218.5K | 0.11% | 2025-12-31 |
| 82 | Modern Wealth Management, LLC | 9,520 | $216.8K | 0.09% | 2025-09-30 |
| 83 | Murphy, Middleton, Hinkle & Parker, Inc. | 2,986 | $214.3K | 0.03% | 2025-12-31 |
| 84 | D.A. DAVIDSON & CO. | 10,754 | $213.6K | 0.11% | 2025-12-31 |
| 85 | Cornerstone Wealth Management, LLC | 10,693 | $212.4K | 0.11% | 2025-12-31 |
| 86 | IHT Wealth Management, LLC | 9,305 | $209.2K | 0.09% | 2025-09-30 |
| 87 | Venture Visionary Partners LLC | 10,208 | $202.7K | 0.10% | 2025-12-31 |
| 88 | Annex Advisory Services, LLC | 8,827 | $201.0K | 0.09% | 2025-06-30 |
| 89 | FIFTH THIRD BANCORP | 9,913 | $196.9K | 0.10% | 2025-12-31 |
| 90 | Camelot Portfolios, LLC | 9,319 | $185.1K | 0.09% | 2025-12-31 |
| 91 | JPMORGAN CHASE & CO | 6,181 | $122.8K | 0.06% | 2025-12-31 |
| 92 | PRIVATE TRUST CO NA | 6,119 | $121.5K | 0.06% | 2025-12-31 |
| 93 | Rockefeller Capital Management L.P. | 5,938 | $117.9K | 0.06% | 2025-12-31 |
| 94 | Geneos Wealth Management Inc. | 5,037 | $113.2K | 0.05% | 2025-09-30 |
| 95 | TD Waterhouse Canada Inc. | 5,000 | $111.8K | 0.05% | 2025-09-30 |
| 96 | PNC Financial Services Group, Inc. | 5,120 | $101.7K | 0.05% | 2025-12-31 |
| 97 | CoreCap Advisors, LLC | 4,155 | $94.6K | 0.04% | 2025-06-30 |
| 98 | Triumph Capital Management | 4,425 | $87.9K | 0.04% | 2025-12-31 |
| 99 | MAI Capital Management | 4,045 | $80.3K | 0.04% | 2025-12-31 |
| 100 | Manchester Capital Management LLC | 4,000 | $79.4K | 0.04% | 2025-12-31 |
| 101 | Keating Financial Advisory Services, Inc. | 3,660 | $72.7K | 0.03% | 2025-12-31 |
| 102 | Arax Advisory Partners | 3,385 | $67.2K | 0.03% | 2025-12-31 |
| 103 | US BANCORP \DE\ | 3,223 | $64.0K | 0.03% | 2025-12-31 |
| 104 | ISLAY CAPITAL MANAGEMENT, LLC | 3,000 | $59.6K | 0.03% | 2025-12-31 |
| 105 | Strategic Wealth Partners, Ltd. | 2,550 | $57.3K | 0.02% | 2025-09-30 |
| 106 | EASTERN BANK | 2,420 | $54.4K | 0.02% | 2025-09-30 |
| 107 | Cullen/Frost Bankers, Inc. | 2,709 | $53.8K | 0.02% | 2025-12-31 |
| 108 | Allworth Financial LP | 2,215 | $49.8K | 0.02% | 2025-12-31 |
| 109 | Parkside Financial Bank & Trust | 2,500 | $49.6K | 0.02% | 2025-12-31 |
| 110 | Investors Research Corp | 2,200 | $43.7K | 0.02% | 2025-12-31 |
| 111 | Clearstead Advisors, LLC | 2,000 | $39.7K | 0.02% | 2025-12-31 |
| 112 | Heritage Wealth Advisors | 1,758 | $34.9K | 0.01% | 2025-12-31 |
| 113 | NewSquare Capital LLC | 1,500 | $34.2K | 0.01% | 2025-06-30 |
| 114 | Global Retirement Partners, LLC | 1,701 | $33.8K | 0.01% | 2025-12-31 |
| 115 | AMERIFLEX GROUP, INC. | 1,469 | $32.6K | 0.01% | 2025-06-30 |
| 116 | Spire Wealth Management | 1,575 | $31.3K | 0.01% | 2025-12-31 |
| 117 | CALDWELL SUTTER CAPITAL, INC. | 1,218 | $24.2K | 0.01% | 2025-12-31 |
| 118 | NBC SECURITIES, INC. | 1,200 | $23.8K | 0.01% | 2025-12-31 |
| 119 | Main Street Group, LTD | 1,040 | $23.4K | 0.01% | 2025-09-30 |
| 120 | Hurley Capital, LLC | 1,000 | $19.9K | 0.01% | 2025-12-31 |
| 121 | TOTH FINANCIAL ADVISORY CORP | 920 | $18.3K | 0.00% | 2025-12-31 |
| 122 | Truvestments Capital LLC | 916 | $18.2K | 0.00% | 2025-12-31 |
| 123 | Wealthspire Advisors, LLC | 736 | $16.5K | 0.00% | 2025-09-30 |
| 124 | NewEdge Advisors, LLC | 818 | $16.3K | 0.00% | 2025-12-31 |
| 125 | SIGNATUREFD, LLC | 800 | $15.9K | 0.00% | 2025-12-31 |
| 126 | Fortis Group Advisors, LLC | 600 | $11.9K | 0.00% | 2025-12-31 |
| 127 | Bogart Wealth, LLC | 560 | $11.1K | 0.00% | 2025-12-31 |
| 128 | FMR LLC | 500 | $9.9K | 0.00% | 2025-12-31 |
| 129 | Costello Asset Management, INC | 416 | $9.4K | 0.00% | 2025-09-30 |
| 130 | Hartford Financial Management Inc. | 444 | $8.8K | 0.00% | 2025-12-31 |
| 131 | Provenance Wealth Advisors, LLC | 358 | $8.5K | 0.00% | 2025-06-30 |
| 132 | KERR FINANCIAL PLANNING Corp | 400 | $8.2K | 0.00% | 2025-09-30 |
| 133 | TD Capital Management LLC | 409 | $8.1K | 0.00% | 2025-12-31 |
| 134 | Trust Co | 400 | $7.9K | 0.00% | 2025-12-31 |
| 135 | Physician Wealth Advisors, Inc. | 375 | $7.4K | 0.00% | 2025-12-31 |
| 136 | Beaird Harris Wealth Management, LLC | 300 | $6.8K | 0.00% | 2025-06-30 |
| 137 | Cape Investment Advisory, Inc. | 300 | $6.7K | 0.00% | 2025-12-31 |
| 138 | Blue Trust, Inc. | 257 | $5.9K | 0.00% | 2025-06-30 |
| 139 | IFP Advisors, Inc | 259 | $5.8K | 0.00% | 2025-12-31 |
| 140 | Rossby Financial, LCC | 283 | $5.6K | 0.00% | 2025-12-31 |
| 141 | JDM Financial Group LLC | 271 | $5.4K | 0.00% | 2025-12-31 |
| 142 | PRINCIPAL SECURITIES, INC. | 228 | $5.1K | 0.00% | 2025-09-30 |
| 143 | Russell Investments Group, Ltd. | 200 | $4.5K | 0.00% | 2025-09-30 |
| 144 | AMERICAN NATIONAL BANK & TRUST | 218 | $4.3K | 0.00% | 2025-12-31 |
| 145 | HIGHLINE WEALTH PARTNERS LLC | 150 | $3.0K | 0.00% | 2025-12-31 |
| 146 | Sunbelt Securities, Inc. | 150 | $3.0K | 0.00% | 2025-12-31 |
| 147 | Godfrey Financial Associates, Inc. | 95 | $1.9K | 0.00% | 2025-12-31 |
| 148 | EverSource Wealth Advisors, LLC | 74 | $1.5K | 0.00% | 2025-12-31 |
| 149 | TOTAL INVESTMENT MANAGEMENT INC | 64 | $1.5K | 0.00% | 2025-06-30 |
| 150 | Cambridge Investment Research Advisors, Inc. | 53,307 | $1.1K | 0.55% | 2025-12-31 |
| 151 | EXCHANGE TRADED CONCEPTS, LLC | 50 | $993 | 0.00% | 2025-12-31 |
| 152 | JONES FINANCIAL COMPANIES LLLP | 35 | $792 | 0.00% | 2025-06-30 |
| 153 | WOLFF WIESE MAGANA LLC | 28 | $557 | 0.00% | 2025-12-31 |
| 154 | Virtu Financial LLC | 20,283 | $403 | 0.20% | 2025-12-31 |
| 155 | Janney Montgomery Scott LLC | 16,468 | $327 | 0.17% | 2025-12-31 |
| 156 | Tower Research Capital LLC (TRC) | 13 | $258 | 0.00% | 2025-12-31 |
| 157 | ASSETMARK, INC | 12 | $238 | 0.00% | 2025-12-31 |
| 158 | HOLLENCREST CAPITAL MANAGEMENT | 10 | $199 | 0.00% | 2025-12-31 |
| 159 | Parallel Advisors, LLC | 3 | $67 | 0.00% | 2025-09-30 |
| 160 | CWM, LLC | 2,218 | $44 | 0.02% | 2025-12-31 |
| 161 | Capital Advisors, Ltd. LLC | 1,987 | $39 | 0.02% | 2025-12-31 |
| 162 | CX Institutional | 1,615 | $32 | 0.01% | 2025-12-31 |
| 163 | Kozak & Associates, Inc. | 1 | $11 | 0.00% | 2025-09-30 |
| 164 | HAZLETT, BURT & WATSON, INC. | 221 | $4 | 0.00% | 2025-12-31 |
| 165 | CIBC Private Wealth Group LLC | 0 | $2 | 0.00% | 2025-09-30 |
| 166 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |