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Cohen & Steers REIT and Preferred and Income Fund

74 hedge funds and large institutions have $180M invested in Cohen & Steers REIT and Preferred and Income Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

0.31% more ownership

Funds ownership: 21.15%21.46% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 7974 (-5)

11% less capital invested

Capital invested by funds: $202M → $180M (-$21.8M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
8
Increased
28
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$1.31M +$287K +15,415 +26%
CAN
27
Cetera Advisor Networks
California
$1.31M
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$1.29M +$3.73K +200 +0.3%
Northern Trust
29
Northern Trust
Illinois
$1.03M -$35.4K -1,900 -3%
First Trust Advisors
30
First Trust Advisors
Illinois
$891K -$7.13K -383 -0.7%
VFS
31
VSR Financial Services
Kansas
$755K
CI
32
CAZ Investments
Texas
$647K -$1.32K -71 -0.2%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$646K
CCP
34
Clough Capital Partners
Massachusetts
$514K +$548K +29,400 New
DA
35
Doliver Advisors
Texas
$508K -$672K -36,091 -55%
BTS
36
BB&T Securities
Virginia
$508K +$9.87K +530 +2%
LCM
37
Landscape Capital Management
New Jersey
$503K +$536K +28,779 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$485K +$52.5K +2,819 +11%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$441K -$200K -10,762 -30%
MFS
40
MSI Financial Services
Massachusetts
$427K +$2.65K +142 +0.6%
PAM
41
Panagora Asset Management
Massachusetts
$424K +$429K +23,046 +1,921%
PVWM
42
Point View Wealth Management
New Jersey
$410K +$22.5K +1,209 +5%
SCM
43
Stellar Capital Management
Arizona
$380K -$209K -11,200 -34%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$343K -$105K -5,646 -22%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$310K
RJFSA
46
Raymond James Financial Services Advisors
Florida
$310K +$104K +5,596 +46%
SFS
47
Shaker Financial Services
Virginia
$296K
M&T Bank
48
M&T Bank
New York
$279K +$224 +12 +0.1%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$276K -$225K -12,103 -43%
TFA
50
Transamerica Financial Advisors
Florida
$223K

RNP Hedge Fund Activity: Q2 2015 in Review

74 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q2 2015, worth a combined $180M — down 11% from $202M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of RNP and 8 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 28 added.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $4.35M. The largest seller was Advisors Asset Management, cutting an estimated $5.51M.

  • 74 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q2 2015, down from 79 in Q1 2015.
  • Funds reported $180M of Cohen & Steers REIT and Preferred and Income Fund stock for Q2 2015, down 11% quarter-over-quarter.
  • 8 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q2 2015 and 12 closed out, a net change of -4 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q2 2015 was City of London Investment Management, an estimated $4.35M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q2 2015 was Advisors Asset Management, an estimated $5.51M sold.

Based on aggregated 13F filings for Q2 2015.