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Cohen & Steers REIT and Preferred and Income Fund
RNP

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: 1 → 2 (+1)

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

8% more funds holding

Funds holding: 116 → 125 (+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
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$1.58M
2
LPL Financial
LPL Financial
California
+$684K
3
WAM
Wolverine Asset Management
Illinois
+$568K
4
EIP
Ellis Investment Partners
Pennsylvania
+$543K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$521K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$7.01M
2
Wells Fargo
Wells Fargo
California
-$877K
3
IPA
Investment Planning Advisors
Georgia
-$459K
4
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$350K
5
GLA
Good Life Advisors
Pennsylvania
-$349K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
76
Jane Street
New York
$212K +$230K +10,154 New
MPW
77
Monterey Private Wealth
California
$207K +$224K +9,902 New
IWM
78
IHT Wealth Management
Illinois
$205K -$143K -6,296 -39%
LWM
79
Lakeridge Wealth Management
Ohio
$204K – – –
GWM
80
Geneos Wealth Management
Colorado
$195K +$212K +9,336 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$188K -$11.3K -500 -5%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$163K +$174K +7,691 +7,121%
PTC
83
Private Trust Company
Ohio
$151K – – –
AWM
84
Avior Wealth Management
Nebraska
$148K +$2.9K +128 +2%
EC
85
Elequin Capital
New York
$131K +$142K +6,251 New
SWM
86
Spire Wealth Management
Virginia
$123K +$133K +5,892 New
TWC
87
TD Waterhouse Canada
Ontario, Canada
$104K +$113K +5,000 New
CA
88
CoreCap Advisors
Michigan
$86.9K – – –
MCM
89
MAI Capital Management
Ohio
$85.6K +$92.8K +4,095 New
MCM
90
Manchester Capital Management
Vermont
$83.6K – – –
VHAM
91
Van Hulzen Asset Management
California
$75.6K +$82K +3,618 New
CSC
92
Caldwell Sutter Capital
California
$62.7K – – –
ICM
93
Islay Capital Management
Texas
$62.7K – – –
EWA
94
EverSource Wealth Advisors
Alabama
$57.5K – – –
CFB
95
Cullen/Frost Bankers
Texas
$56.6K – – –
PFBT
96
Parkside Financial Bank & Trust
Missouri
$52.3K – – –
IRC
97
Investors Research Corp
Georgia
$46K – – –
CAL
98
Capital Advisors Ltd
Ohio
$42K – – –
AG
99
AmeriFlex Group
Nevada
$31.9K +$33.3K +1,469 New
MSG
100
Main Street Group
Virginia
$21.7K – – –
2 3
4
5 6

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.