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Cohen & Steers REIT and Preferred and Income Fund
RNP

126 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, 44 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1.08% more ownership

Funds ownership: 17.27% → 18.35% (+1.1%)

1% more funds holding

Funds holding: 125 → 126 (+1)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

88% less capital invested

Capital invested by funds: $1.6B → $193M (-$1.4B)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.69%
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
44
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$6.92M
2
XF
XML Financial
Maryland
+$4.25M
3
Ameriprise
Ameriprise
Minnesota
+$2.75M
4
SIS
Sound Income Strategies
Florida
+$967K
5
VVP
Venture Visionary Partners
Ohio
+$851K

Top Sellers

Rank Fund Capital Flow
1
JWM
JP Wealth Management
South Carolina
-$5.19M
2
EIP
Ellis Investment Partners
Pennsylvania
-$686K
3
WAM
Wolverine Asset Management
Illinois
-$524K
4
Morgan Stanley
Morgan Stanley
New York
-$484K
5
Invesco
Invesco
Georgia
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
26
Shufro Rose & Co
New York
$1.1M +$116K +5,400 +12%
BCWM
27
Bartlett & Co Wealth Management
Ohio
$1.06M -$208K -9,640 -17%
KAS
28
Kestra Advisory Services
Texas
$1.05M +$6.1K +283 +0.6%
SIS
29
Sound Income Strategies
Florida
$989K +$967K +44,826 New
OC
30
Oarsman Capital
Wisconsin
$971K +$86.3K +4,000 +10%
AAM
31
Advisors Asset Management
Colorado
$964K -$733 -34 -0.1%
SIC
32
Samalin Investment Counsel
New York
$958K +$65.6K +3,043 +8%
PAG
33
Private Advisor Group
New Jersey
$799K -$35.7K -1,656 -4%
P
34
&Partners
Tennessee
$728K +$40.6K +1,882 +6%
EAM
35
Everstar Asset Management
North Carolina
$716K -$116K -5,400 -14%
AC
36
AlphaCore Capital
California
$682K +$666K +30,889 New
SPIA
37
Steward Partners Investment Advisory
New York
$637K -$22K -1,020 -3%
Invesco
38
Invesco
Georgia
$620K -$404K -18,749 -40%
SAM
39
Secure Asset Management
Michigan
$554K +$217K +10,059 +67%
SAM
40
Smith Asset Management
Florida
$545K +$101K +4,705 +24%
CP
41
Camelot Portfolios
Ohio
$535K +$136K +6,299 +35%
IAS
42
Insigneo Advisory Services
Florida
$525K – – –
RCM
43
RB Capital Management
Nevada
$525K -$21.3K -986 -4%
IPA
44
Investment Planning Advisors
Georgia
$518K -$39.3K -1,821 -7%
WCM
45
WealthBridge Capital Management
Ohio
$468K +$12.9K +600 +3%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$445K -$9.88K -458 -2%
MFG
47
Magnus Financial Group
New York
$440K +$539 +25 +0.1%
NFG
48
Nations Financial Group
Iowa
$438K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$406K -$17.3K -800 -4%
MSAM
50
Moloney Securities Asset Management
Missouri
$405K +$40.4K +1,874 +11%
1
2
3 4 5

RNP Hedge Fund Activity: Q1 2025 in Review

126 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q1 2025, worth a combined $193M — down 88% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RNP positions and 14 closed out — a net gain of 3 holders — while 44 added to existing stakes and 29 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $6.92M. The largest seller was JP Wealth Management, exiting entirely with an estimated $5.19M sold.

  • 126 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $193M of Cohen & Steers REIT and Preferred and Income Fund stock for Q1 2025, down 88% quarter-over-quarter.
  • 17 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q1 2025 and 14 closed out, a net change of +3 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q1 2025 was Raymond James Financial, an estimated $6.92M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q1 2025 was JP Wealth Management, an estimated $5.19M sold.

Based on aggregated 13F filings for Q1 2025.