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Cohen & Steers REIT and Preferred and Income Fund

125 hedge funds and large institutions have $1.6B invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

762% more capital invested

Capital invested by funds: $185M → $1.6B (+$1.41B)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

8% more funds holding

Funds holding: 116125 (+9)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.17% more ownership

Funds ownership: 17.1%17.27% (+0.17%)

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
36
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$371K +$159 +7 +0%
DC
52
Davenport & Co
Virginia
$347K -$4.87K -215 -1%
MSAM
53
Moloney Securities Asset Management
Missouri
$344K +$148K +6,513 +65%
WE
54
Wealth Effects
Massachusetts
$341K
Comerica Bank
55
Comerica Bank
Texas
$339K +$159 +7 +0%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$338K +$20.6K +907 +6%
WMA
57
West Michigan Advisors
Michigan
$328K +$1.04K +46 +0.3%
FFWM
58
Future Financial Wealth Management
Ohio
$327K -$2.2K -97 -0.6%
SAM
59
Secure Asset Management
Michigan
$315K +$23 +1 +0%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$309K +$45.3K +1,999 +16%
OPWM
61
Oregon Pacific Wealth Management
Oregon
$302K +$328K +14,462 New
IFG
62
Independent Financial Group
California
$291K +$51.3K +2,266 +19%
MWM
63
Modern Wealth Management
Kansas
$287K +$311K +13,720 New
IAIM
64
International Assets Investment Management
Florida
$284K -$7.01M -309,287 -96%
RAM
65
Readystate Asset Management
Illinois
$282K +$306K +13,505 New
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$275K +$298K +13,164 New
US Bancorp
67
US Bancorp
Minnesota
$265K
ASN
68
Advisory Services Network
Georgia
$260K -$76.8K -3,390 -21%
TA
69
TFG Advisers
Michigan
$252K -$2.22K -98 -0.8%
LA
70
LexAurum Advisors
Kansas
$250K +$2.65K +117 +1%
MOS
71
MGO One Seven
Ohio
$239K -$73.2K -3,229 -22%
OL
72
one8zero8 LLC
North Carolina
$230K +$249K +11,000 New
Creative Planning
73
Creative Planning
Kansas
$225K -$2.27K -100 -0.9%
LCM
74
Landscape Capital Management
New Jersey
$221K +$239K +10,555 New
DADC
75
D.A. Davidson & Co
Montana
$214K +$25.5K +1,125 +12%

RNP Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q4 2024, worth a combined $1.6B — up 762% from $185M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RNP positions and 15 closed out — a net gain of 12 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $1.58M. The largest seller was International Assets Investment Management, cutting an estimated $7.01M.

  • 125 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q4 2024, up from 116 in Q3 2024.
  • Funds reported $1.6B of Cohen & Steers REIT and Preferred and Income Fund stock for Q4 2024, up 762% quarter-over-quarter.
  • 27 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q4 2024 and 15 closed out, a net change of +12 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q4 2024 was Cornerstone Advisors, an estimated $1.58M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q4 2024 was International Assets Investment Management, an estimated $7.01M sold.

Based on aggregated 13F filings for Q4 2024.