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RIT

LMP REAL ESTATE INCOME FUND INC. COM
RIT

Delisted

RIT was delisted on the 6th of June, 2016.

28 hedge funds and large institutions have $22M invested in LMP REAL ESTATE INCOME FUND INC. COM in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

22% more funds holding

Funds holding: 2328 (+5)

0% less capital invested

Capital invested by funds: $22M → $22M (-$37K)

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.84M -$2.02M -195,935 -29%
Invesco
2
Invesco
Georgia
$3.05M -$113K -10,945 -3%
GC
3
Guggenheim Capital
Illinois
$2.58M -$439K -42,492 -14%
WAM
4
Wolverine Asset Management
Illinois
$2.15M +$437K +42,386 +25%
Morgan Stanley
5
Morgan Stanley
New York
$1.43M +$612K +59,300 +72%
Cohen & Steers
6
Cohen & Steers
New York
$1.24M
CA
7
Cornerstone Advisors
North Carolina
$1.22M +$832K +80,589 +200%
DA
8
Doliver Advisors
Texas
$848K +$239K +23,174 +38%
LPL Financial
9
LPL Financial
California
$507K -$774 -75 -0.1%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$504K
SFS
11
Shaker Financial Services
Virginia
$478K +$491K +47,555 New
MIG
12
Mariner Investment Group
New York
$460K +$472K +45,721 New
Wells Fargo
13
Wells Fargo
California
$418K +$32.1K +3,113 +8%
TC
14
TFS Capital
Pennsylvania
$360K +$188K +18,237 +104%
RJA
15
Raymond James & Associates
Florida
$338K +$7.05K +683 +2%
U
16
UBS
Switzerland
$278K -$18.2K -1,759 -6%
SG Americas Securities
17
SG Americas Securities
New York
$243K +$250K +24,199 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$181K
Ameriprise
19
Ameriprise
Minnesota
$157K +$60.9K +5,900 +61%
CIC
20
Carnegie Investment Counsel
Ohio
$143K -$424K -41,103 -74%
VKH
21
Virtu KCG Holdings
New York
$138K +$141K +13,692 New
AQR Capital Management
22
AQR Capital Management
Connecticut
$123K +$126K +12,186 New
LCM
23
Landscape Capital Management
New Jersey
$118K +$121K +11,737 New
Bank of America
24
Bank of America
North Carolina
$73K +$22K +2,135 +41%
NES
25
New England Securities
New York
$46K +$11.9K +1,150 +33%

RIT Hedge Fund Activity: Q4 2013 in Review

28 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in LMP REAL ESTATE INCOME FUND INC. COM (RIT) for Q4 2013, worth a combined $22M — down 0.17% from $22M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RIT positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $832K. The largest seller was Advisors Asset Management, cutting an estimated $2.02M.

  • 28 institutional investors held LMP REAL ESTATE INCOME FUND INC. COM (RIT) as of Q4 2013, up from 23 in Q3 2013.
  • Funds reported $22M of LMP REAL ESTATE INCOME FUND INC. COM stock for Q4 2013, down 0.17% quarter-over-quarter.
  • 8 funds opened new LMP REAL ESTATE INCOME FUND INC. COM positions in Q4 2013 and 3 closed out, a net change of +5 holders.
  • The largest LMP REAL ESTATE INCOME FUND INC. COM buyer in Q4 2013 was Cornerstone Advisors, an estimated $832K added.
  • The largest LMP REAL ESTATE INCOME FUND INC. COM seller in Q4 2013 was Advisors Asset Management, an estimated $2.02M sold.

Based on aggregated 13F filings for Q4 2013.