We are live on ! Find out more
RNP icon

Cohen & Steers REIT and Preferred and Income Fund

112 hedge funds and large institutions have $233M invested in Cohen & Steers REIT and Preferred and Income Fund in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.43% less ownership

Funds ownership: 18.18%17.75% (-0.43%)

1% less capital invested

Capital invested by funds: $235M → $233M (-$1.94M)

7% less funds holding

Funds holding: 120112 (-8)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
112
Holders Change
-8
Holders Change %
-6.67%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
42
Reduced
28
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
H
51
HoyleCohen
California
$578K
XF
52
XML Financial
Maryland
$536K +$42K +1,557 +8%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$534K -$193K -7,144 -26%
LFF
54
Level Four Financial
Texas
$531K
ASN
55
Advisory Services Network
Georgia
$498K +$4.01K +149 +0.8%
NFG
56
Nations Financial Group
Iowa
$485K
HighTower Advisors
57
HighTower Advisors
Illinois
$484K +$189 +7 +0%
SXL
58
Summit X LLC
Missouri
$471K -$1.75K -65 -0.4%
MFG
59
Magnus Financial Group
New York
$457K +$377 +14 +0.1%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$426K +$162 +6 +0%
CRWM
61
Castle Rock Wealth Management
California
$400K -$141K -5,235 -27%
ASFA
62
All Season Financial Advisors
Colorado
$397K +$51.3K +1,902 +14%
SWP
63
Stratos Wealth Partners
Ohio
$369K
Invesco
64
Invesco
Georgia
$353K -$67.7K -2,512 -15%
BFG
65
Berger Financial Group
Minnesota
$342K +$701 +26 +0.2%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$333K
CAL
67
Capital Advisors Ltd
Ohio
$320K -$4.96K -184 -1%
DADC
68
D.A. Davidson & Co
Montana
$313K +$54.8K +2,034 +20%
SRC
69
Shufro Rose & Co
New York
$282K +$296K +11,000 New
DC
70
Davenport & Co
Virginia
$272K
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$270K +$284K +10,534 New
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$256K -$5.82K -216 -2%
DA
73
Doliver Advisors
Texas
$248K +$260K +9,654 New
Stifel Financial
74
Stifel Financial
Missouri
$244K -$8.19K -304 -3%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$232K +$404 +15 +0.2%

RNP Hedge Fund Activity: Q3 2021 in Review

112 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q3 2021, worth a combined $233M — down 0.83% from $235M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RNP and 14 opened new positions — a net loss of 7 holders — while 28 trimmed existing stakes and 42 added.

The largest buyer was Wells Fargo, adding an estimated $3.79M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $7.99M sold.

  • 112 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q3 2021, down from 120 in Q2 2021.
  • Funds reported $233M of Cohen & Steers REIT and Preferred and Income Fund stock for Q3 2021, down 0.83% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q3 2021 and 21 closed out, a net change of -7 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q3 2021 was Wells Fargo, an estimated $3.79M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q3 2021 was Penserra Capital Management, an estimated $7.99M sold.

Based on aggregated 13F filings for Q3 2021.