RNP icon

Cohen & Steers REIT and Preferred and Income Fund
RNP

Overview Fund Activity

106 hedge funds and large institutions have $155M invested in Cohen & Steers REIT and Preferred and Income Fund in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-4
Holders Change %
-3.64%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
34
Reduced
32
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EIP
1
Ellis Investment Partners
Pennsylvania
$14.8M
2
Wells Fargo
2
Wells Fargo
California
$9.94M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.3M
4
LPL Financial
4
LPL Financial
California
$9.66M
5
AWS
5
Atria Wealth Solutions
New York
$351K

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
CA
2
Cornerstone Advisors
North Carolina
$0
3
AAM
3
Advisors Asset Management
Colorado
$1.38M
4
Bank of America
4
Bank of America
North Carolina
$13.2M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Avior Wealth Management
Nebraska
$113K +$1.97K +102 +2%
PTC
77
Private Trust Company
Ohio
$100K – – –
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$72K +$72K +3,715 New
ICM
79
Islay Capital Management
Texas
$58K – – –
WWM
80
Wolff Wiese Magana
California
$46K – – –
IRC
81
Investors Research Corp
Georgia
$43K – – –
HNWAG
82
High Net Worth Advisory Group
Florida
$43K +$3.95K +202 +10%
US Bancorp
83
US Bancorp
Minnesota
$38K -$22.4K -1,163 -37%
GRP
84
Global Retirement Partners
California
$37K +$730 +33 +2%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$34K -$22.1K -1,151 -39%
ANBT
86
American National Bank & Trust
Texas
$30K – – –
CL
87
COWA LLC
Oklahoma
$29K +$29K +1,500 New
CCA
88
Column Capital Advisors
Indiana
$28K – – –
AF
89
Advisornet Financial
Minnesota
$22K – – –
SWM
90
Sugarloaf Wealth Management
Georgia
$18K +$18K +900 New
HFM
91
Hartford Financial Management
Connecticut
$15K – – –
HGERS
92
Householder Group Estate & Retirement Specialist
Arizona
$15K +$15K +807 New
CWM
93
Castle Wealth Management
Florida
$12K +$12K +600 New
BWL
94
Bogart Wealth LLC
Virginia
$11K – – –
RCM
95
Raleigh Capital Management
North Carolina
$10K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
RG
97
Retirement Group
California
$7K – – –
WAM
98
Worth Asset Management
Texas
$7K – – –
AF
99
Allworth Financial
California
$5K +$5K +273 New
ACM
100
Antonetti Capital Management
Florida
$2K -$2K -100 -50%
1 2 3
4
5