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Cohen & Steers REIT and Preferred and Income Fund

92 hedge funds and large institutions have $128M invested in Cohen & Steers REIT and Preferred and Income Fund in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

1% more ownership

Funds ownership: 15.84%16.84% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

4% less funds holding

Funds holding: 9692 (-4)

28% less capital invested

Capital invested by funds: $179M → $128M (-$50.8M)

Holders
92
Holders Change
-4
Holders Change %
-4.17%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
33
Reduced
27
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Stellar Capital Management
Arizona
$371K
NFG
52
Nations Financial Group
Iowa
$337K
CAL
53
Capital Advisors Ltd
Ohio
$303K +$266K +12,114 +182%
HighTower Advisors
54
HighTower Advisors
Illinois
$277K -$64.3K -2,935 -15%
SWP
55
Stratos Wealth Partners
Ohio
$259K +$65.8K +3,000 +23%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$252K +$289K +13,170 +529%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$242K -$9.38K -428 -3%
PVWM
58
Point View Wealth Management
New Jersey
$237K -$2.52K -115 -0.8%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$210K -$22.5K -1,027 -7%
TA
60
TCG Advisors
Texas
$186K -$39.2K -1,789 -13%
DADC
61
D.A. Davidson & Co
Montana
$181K
AIC
62
Ameritas Investment Company
Nebraska
$178K
DC
63
Davenport & Co
Virginia
$177K +$241K +10,997 New
MFG
64
Magnus Financial Group
New York
$172K +$235K +10,700 New
WGA
65
Weather Gauge Advisory
Virginia
$165K -$43.2K -1,969 -16%
ASN
66
Advisory Services Network
Georgia
$145K +$42.9K +1,955 +28%
ICM
67
Islay Capital Management
Texas
$133K +$110 +5 +0.1%
SPIA
68
Steward Partners Investment Advisory
New York
$132K +$72.4K +3,304 +67%
APA
69
American Portfolios Advisors
New York
$107K +$14.6K +664 +11%
NFG
70
Next Financial Group
Texas
$55K -$44 -2 -0.1%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$44K
AWM
72
Avior Wealth Management
Nebraska
$42K +$46.5K +2,120 +390%
AWA
73
Arkadios Wealth Advisors
Georgia
$39.5K +$16.4K +750 +44%
Citigroup
74
Citigroup
New York
$35K -$59.8K -2,727 -55%
IRC
75
Investors Research Corp
Georgia
$35K +$48.2K +2,200 New

RNP Hedge Fund Activity: Q1 2020 in Review

92 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q1 2020, worth a combined $128M — down 28% from $179M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of RNP and 20 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 33 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $7.14M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $2.58M sold.

  • 92 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q1 2020, down from 96 in Q4 2019.
  • Funds reported $128M of Cohen & Steers REIT and Preferred and Income Fund stock for Q1 2020, down 28% quarter-over-quarter.
  • 20 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q1 2020 and 22 closed out, a net change of -2 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q1 2020 was Wolverine Asset Management, an estimated $7.14M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q1 2020 was Parametric Portfolio Associates, an estimated $2.58M sold.

Based on aggregated 13F filings for Q1 2020.