RNP icon

Cohen & Steers REIT and Preferred and Income Fund
RNP

Overview Fund Activity

125 hedge funds and large institutions have $193M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
43
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$7.08M
2
XF
XML Financial
Maryland
+$4.35M
3
Ameriprise
Ameriprise
Minnesota
+$2.81M
4
SIS
Sound Income Strategies
Florida
+$989K
5
VVP
Venture Visionary Partners
Ohio
+$871K

Top Sellers

1
JWM
JP Wealth Management
South Carolina
-$5.19M
2
EIP
Ellis Investment Partners
Pennsylvania
-$702K
3
WAM
Wolverine Asset Management
Illinois
-$524K
4
Morgan Stanley
Morgan Stanley
New York
-$495K
5
Invesco
Invesco
Georgia
-$414K
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
26
Shufro Rose & Co
New York
$1.1M +$119K +5,400 +12%
BCWM
27
Bartlett & Co Wealth Management
Ohio
$1.06M -$213K -9,640 -17%
KAS
28
Kestra Advisory Services
Texas
$1.05M +$6.25K +283 +0.6%
SIS
29
Sound Income Strategies
Florida
$989K +$989K +44,826 New
OC
30
Oarsman Capital
Wisconsin
$971K +$88.3K +4,000 +10%
AAM
31
Advisors Asset Management
Colorado
$964K -$750 -34 -0.1%
SIC
32
Samalin Investment Counsel
New York
$958K +$67.2K +3,043 +8%
PAG
33
Private Advisor Group
New Jersey
$799K -$36.5K -1,656 -4%
P
34
&Partners
Tennessee
$728K +$41.3K +1,882 +6%
EAM
35
Everstar Asset Management
North Carolina
$716K -$119K -5,400 -14%
AC
36
AlphaCore Capital
California
$682K +$682K +30,889 New
SPIA
37
Steward Partners Investment Advisory
New York
$637K -$22.5K -1,020 -3%
Invesco
38
Invesco
Georgia
$620K -$414K -18,749 -40%
SAM
39
Secure Asset Management
Michigan
$554K +$222K +10,059 +67%
SAM
40
Smith Asset Management
Florida
$545K +$104K +4,705 +24%
CP
41
Camelot Portfolios
Ohio
$535K +$139K +6,299 +35%
IAS
42
Insigneo Advisory Services
Florida
$525K – – –
RCM
43
RB Capital Management
Nevada
$525K -$21.8K -986 -4%
IPA
44
Investment Planning Advisors
Georgia
$518K -$40.2K -1,821 -7%
WCM
45
WealthBridge Capital Management
Ohio
$468K +$13.2K +600 +3%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$445K -$10.1K -458 -2%
MFG
47
Magnus Financial Group
New York
$440K +$552 +25 +0.1%
NFG
48
Nations Financial Group
Iowa
$438K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$406K -$17.7K -800 -4%
MSAM
50
Moloney Securities Asset Management
Missouri
$405K +$41.4K +1,874 +11%
1
2
3 4 5