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Cohen & Steers REIT and Preferred and Income Fund

79 hedge funds and large institutions have $202M invested in Cohen & Steers REIT and Preferred and Income Fund in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

5% more capital invested

Capital invested by funds: $192M → $202M (+$9.53M)

0.53% more ownership

Funds ownership: 20.63%21.15% (+0.53%)

0% more funds holding

Funds holding: 7979 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
10
Increased
24
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Arlington Capital Management
Illinois
$1.43M +$1.43M +73,445 New
CAN
27
Cetera Advisor Networks
California
$1.31M -$358K -18,403 -22%
DA
28
Doliver Advisors
Texas
$1.27M +$678K +34,882 +115%
Northern Trust
29
Northern Trust
Illinois
$1.18M +$67.5K +3,473 +6%
AI
30
Atria Investments
North Carolina
$1.16M -$205K -10,533 -15%
First Trust Advisors
31
First Trust Advisors
Illinois
$998K -$9.62K -495 -1%
VFS
32
VSR Financial Services
Kansas
$840K
CI
33
CAZ Investments
Texas
$721K +$1.05K +54 +0.1%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$701K +$259K +13,337 +59%
SCM
35
Stellar Capital Management
Arizona
$641K +$202K +10,375 +46%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$542K +$75.5K +3,886 +16%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$504K
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$491K +$12.2K +626 +3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$485K +$97.7K +5,027 +25%
MFS
40
MSI Financial Services
Massachusetts
$472K -$3.13K -161 -0.7%
PVWM
41
Point View Wealth Management
New Jersey
$432K -$17K -873 -4%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$344K
SFS
43
Shaker Financial Services
Virginia
$330K
WS
44
Wedbush Securities
California
$324K -$7K -360 -2%
M&T Bank
45
M&T Bank
New York
$309K -$505 -26 -0.2%
SG Americas Securities
46
SG Americas Securities
New York
$303K -$312K -16,054 -51%
DIA
47
Dana Investment Advisors
Wisconsin
$261K
TFA
48
Transamerica Financial Advisors
Florida
$248K -$3.4K -175 -1%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$244K
WAM
50
Winslow Asset Management
Ohio
$240K

RNP Hedge Fund Activity: Q1 2015 in Review

79 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q1 2015, worth a combined $202M — up 5% from $192M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RNP positions and 9 closed out — a net gain of 1 holder — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $5.03M. The largest seller was Advisors Asset Management, cutting an estimated $3.87M.

  • 79 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $202M of Cohen & Steers REIT and Preferred and Income Fund stock for Q1 2015, up 5% quarter-over-quarter.
  • 10 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q1 2015 and 9 closed out, a net change of +1 holder.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q1 2015 was Wolverine Asset Management, an estimated $5.03M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q1 2015 was Advisors Asset Management, an estimated $3.87M sold.

Based on aggregated 13F filings for Q1 2015.