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Cohen & Steers REIT and Preferred and Income Fund

91 hedge funds and large institutions have $186M invested in Cohen & Steers REIT and Preferred and Income Fund in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

3% more capital invested

Capital invested by funds: $179M → $186M (+$6.28M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 9291 (-1)

1.54% less ownership

Funds ownership: 17.43%15.89% (-1.5%)

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
32
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$290K +$15.9K +693 +6%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$286K +$266K +11,611 New
PAG
53
Private Advisor Group
New Jersey
$284K +$36.8K +1,604 +16%
DADC
54
D.A. Davidson & Co
Montana
$276K
Lido Advisors
55
Lido Advisors
California
$242K +$226K +9,852 New
AAS
56
Avantax Advisory Services
Texas
$235K +$220K +9,583 New
PTC
57
Private Trust Company
Ohio
$233K
AIC
58
Ameritas Investment Company
Nebraska
$230K +$215K +9,361 New
AWM
59
AE Wealth Management
Kansas
$226K +$210K +9,178 New
SWP
60
Stratos Wealth Partners
Ohio
$224K +$209K +9,100 New
FFA
61
First Foundation Advisors
California
$214K -$468K -20,412 -70%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$206K
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$184K -$23.6K -1,028 -12%
ASN
64
Advisory Services Network
Georgia
$149K
APA
65
American Portfolios Advisors
New York
$148K -$4.01K -175 -3%
SPIA
66
Steward Partners Investment Advisory
New York
$136K +$779 +34 +0.6%
CAL
67
Capital Advisors Ltd
Ohio
$99K +$90.3K +3,940 +569%
WEC
68
Winslow Evans & Crocker
Massachusetts
$94K +$87.1K +3,800 New
NFG
69
Next Financial Group
Texas
$89K -$2.98K -130 -3%
BRC
70
Bell Rock Capital
Delaware
$71K +$435 +19 +0.7%
Citigroup
71
Citigroup
New York
$54K -$11.6K -506 -19%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$44K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$44K
GRP
74
Global Retirement Partners
California
$41K +$390 +17 +1%
QCIG
75
Quad-Cities Investment Group
Iowa
$37K +$367 +16 +1%

RNP Hedge Fund Activity: Q3 2019 in Review

91 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q3 2019, worth a combined $186M — up 3.5% from $179M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RNP and 12 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 32 added.

The largest buyer was Johnson Financial Group Inc (Wisconsin), adding an estimated $1.6M. The largest seller was McGowan Group Asset Management, exiting entirely with an estimated $10.5M sold.

  • 91 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q3 2019, down from 92 in Q2 2019.
  • Funds reported $186M of Cohen & Steers REIT and Preferred and Income Fund stock for Q3 2019, up 3.5% quarter-over-quarter.
  • 12 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q3 2019 and 13 closed out, a net change of -1 holder.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q3 2019 was Johnson Financial Group Inc (Wisconsin), an estimated $1.6M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q3 2019 was McGowan Group Asset Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2019.