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Cohen & Steers REIT and Preferred and Income Fund

85 hedge funds and large institutions have $190M invested in Cohen & Steers REIT and Preferred and Income Fund in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

4% more funds holding

Funds holding: 8285 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $197M → $190M (-$7.33M)

1.23% less ownership

Funds ownership: 22.32%21.09% (-1.2%)

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
33
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$278K +$79.6K +4,499 +44%
TFA
52
Transamerica Financial Advisors
Florida
$241K
TC
53
TFS Capital
Pennsylvania
$234K +$218K +12,347 New
AIA
54
Allegis Investment Advisors
Idaho
$223K +$9.29K +525 +5%
DIA
55
Dana Investment Advisors
Wisconsin
$218K +$200K +11,300 +5,330%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$217K +$849 +48 +0.4%
ICAS
57
Investors Capital Advisory Services
Massachusetts
$197K
TAM
58
Tocqueville Asset Management
New York
$189K
GWM
59
Geneos Wealth Management
Colorado
$188K +$176K +9,978 New
AIG
60
American International Group
New York
$143K +$10.3K +584 +8%
DADC
61
D.A. Davidson & Co
Montana
$142K
Deutsche Bank
62
Deutsche Bank
Germany
$137K -$26.5K -1,500 -17%
IA
63
IFP Advisors
Florida
$119K -$820K -46,392 -89%
HCM
64
Highlander Capital Management
New Jersey
$112K
CAL
65
Capital Advisors Ltd
Ohio
$109K
FAM
66
Formidable Asset Management
Ohio
$93K
BA
67
BlackRock Advisors
Delaware
$86K -$1.84K -104 -2%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$63K -$7.67K -434 -12%
SHJ
69
Sharkey, Howes & Javer
Colorado
$57K
SNT
70
Security National Trust
West Virginia
$57K +$53.1K +3,000 New
Citigroup
71
Citigroup
New York
$55K -$24.2K -1,371 -32%
AWM
72
Avior Wealth Management
Nebraska
$47K
US Bancorp
73
US Bancorp
Minnesota
$45K +$29.2K +1,650 +236%
ASN
74
Advisory Services Network
Georgia
$38K
Creative Planning
75
Creative Planning
Kansas
$34K +$21.5K +1,217 +203%

RNP Hedge Fund Activity: Q1 2016 in Review

85 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 2016, worth a combined $190M — down 3.7% from $197M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RNP positions and 5 closed out — a net gain of 3 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.1M. The largest seller was Advisors Asset Management, cutting an estimated $4.72M.

  • 85 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q1 2016, up from 82 in Q4 2015.
  • Funds reported $190M of Cohen & Steers REIT and Preferred and Income Fund stock for Q1 2016, down 3.7% quarter-over-quarter.
  • 8 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q1 2016 and 5 closed out, a net change of +3 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q1 2016 was Wells Fargo, an estimated $1.1M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q1 2016 was Advisors Asset Management, an estimated $4.72M sold.

Based on aggregated 13F filings for Q1 2016.