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Cohen & Steers REIT and Preferred and Income Fund

126 hedge funds and large institutions have $193M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1.08% more ownership

Funds ownership: 17.27%18.35% (+1.1%)

1% more funds holding

Funds holding: 125126 (+1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

88% less capital invested

Capital invested by funds: $1.6B → $193M (-$1.4B)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
44
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$403K +$161K +7,463 +69%
AWS
52
Atria Wealth Solutions
New York
$400K +$8K +371 +2%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$384K +$91.4K +4,238 +32%
Northern Trust
54
Northern Trust
Illinois
$365K -$39K -1,807 -10%
Comerica Bank
55
Comerica Bank
Texas
$363K +$4.75K +220 +1%
WE
56
Wealth Effects
Massachusetts
$360K
FFWM
57
Future Financial Wealth Management
Ohio
$358K +$12.8K +594 +4%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$355K -$123K -5,725 -26%
WMA
59
West Michigan Advisors
Michigan
$347K +$1.01K +47 +0.3%
DC
60
Davenport & Co
Virginia
$346K -$19.9K -921 -6%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$335K -$21.1K -977 -6%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$333K +$326K +15,093 New
OPWM
63
Oregon Pacific Wealth Management
Oregon
$331K +$11.2K +519 +4%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$327K +$410 +19 +0.1%
IFG
65
Independent Financial Group
California
$324K +$16.3K +755 +5%
GWM
66
Geneos Wealth Management
Colorado
$321K +$113K +5,228 +56%
IAIM
67
International Assets Investment Management
Florida
$301K
MWM
68
Modern Wealth Management
Kansas
$287K -$15.1K -700 -5%
US Bancorp
69
US Bancorp
Minnesota
$279K
LA
70
LexAurum Advisors
Kansas
$267K +$2.59K +120 +1%
TA
71
TFG Advisers
Michigan
$264K -$2.09K -97 -0.8%
ASN
72
Advisory Services Network
Georgia
$260K -$13.5K -625 -5%
OL
73
one8zero8 LLC
North Carolina
$243K
HSA
74
HBK Sorce Advisory
Pennsylvania
$236K +$230K +10,679 New
DADC
75
D.A. Davidson & Co
Montana
$226K

RNP Hedge Fund Activity: Q1 2025 in Review

126 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q1 2025, worth a combined $193M — down 88% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RNP positions and 14 closed out — a net gain of 3 holders — while 44 added to existing stakes and 29 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $6.92M. The largest seller was JP Wealth Management, exiting entirely with an estimated $5.19M sold.

  • 126 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q1 2025, up from 125 in Q4 2024.
  • Funds reported $193M of Cohen & Steers REIT and Preferred and Income Fund stock for Q1 2025, down 88% quarter-over-quarter.
  • 17 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q1 2025 and 14 closed out, a net change of +3 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q1 2025 was Raymond James Financial, an estimated $6.92M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q1 2025 was JP Wealth Management, an estimated $5.19M sold.

Based on aggregated 13F filings for Q1 2025.