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Cohen & Steers REIT and Preferred and Income Fund

83 hedge funds and large institutions have $156M invested in Cohen & Steers REIT and Preferred and Income Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

21% more capital invested

Capital invested by funds: $128M → $156M (+$27.4M)

0.4% more ownership

Funds ownership: 16.84%17.23% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 9283 (-9)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
83
Holders Change
-9
Holders Change %
-9.78%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
37
Reduced
28
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.17M +$19.8K +1,096 +2%
MC
27
Matisse Capital
Oregon
$1.07M
GC
28
Guggenheim Capital
Illinois
$1.03M +$53.4K +2,960 +6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$942K +$49.2K +2,728 +6%
RCA
30
Rowland Carmichael Advisors
Arizona
$806K
SMC
31
Smith, Moore & Co
Missouri
$743K +$153K +8,464 +28%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$671K +$633K +35,084 New
FFA
33
First Foundation Advisors
California
$658K +$621K +34,434 New
AA
34
AQR Arbitrage
Connecticut
$614K +$121K +6,699 +26%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$604K -$13.8K -766 -2%
LNC
36
Lincoln National Corp
Pennsylvania
$592K +$17.9K +994 +3%
Northern Trust
37
Northern Trust
Illinois
$575K
AF
38
Advisornet Financial
Minnesota
$566K +$10.8K +600 +2%
Ameriprise
39
Ameriprise
Minnesota
$557K +$16.6K +921 +3%
XF
40
XML Financial
Maryland
$549K -$197K -10,898 -28%
LCM
41
Landscape Capital Management
New Jersey
$534K -$1.46M -81,211 -74%
TA
42
TFG Advisers
Michigan
$490K -$14.2K -787 -3%
MFG
43
Magnus Financial Group
New York
$478K +$258K +14,320 +134%
MGAM
44
McGowan Group Asset Management
Texas
$478K +$451K +25,019 New
SCM
45
Stellar Capital Management
Arizona
$448K +$7.21K +400 +2%
PAG
46
Private Advisor Group
New Jersey
$436K +$411K +22,804 New
SXL
47
Summit X LLC
Missouri
$413K -$184K -10,198 -32%
Invesco
48
Invesco
Georgia
$407K -$281K -15,594 -42%
SFS
49
Shaker Financial Services
Virginia
$394K -$217K -12,026 -37%
NFG
50
Nations Financial Group
Iowa
$377K -$21.6K -1,200 -6%

RNP Hedge Fund Activity: Q2 2020 in Review

83 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q2 2020, worth a combined $156M — up 21% from $128M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of RNP and 7 opened new positions — a net loss of 9 holders — while 28 trimmed existing stakes and 37 added.

The largest buyer was Morgan Stanley, adding an estimated $6.66M. The largest seller was Wolverine Asset Management, cutting an estimated $1.76M.

  • 83 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q2 2020, down from 92 in Q1 2020.
  • Funds reported $156M of Cohen & Steers REIT and Preferred and Income Fund stock for Q2 2020, up 21% quarter-over-quarter.
  • 7 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q2 2020 and 16 closed out, a net change of -9 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q2 2020 was Morgan Stanley, an estimated $6.66M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q2 2020 was Wolverine Asset Management, an estimated $1.76M sold.

Based on aggregated 13F filings for Q2 2020.