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Cohen & Steers REIT and Preferred and Income Fund
RNP

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: 125 → 126 (+1)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$6.92M
2
XF
XML Financial
Maryland
+$4.25M
3
Ameriprise
Ameriprise
Minnesota
+$2.75M
4
SIS
Sound Income Strategies
Florida
+$967K
5
VVP
Venture Visionary Partners
Ohio
+$851K

Top Sellers

Rank Fund Capital Flow
1
JWM
JP Wealth Management
South Carolina
-$5.19M
2
EIP
Ellis Investment Partners
Pennsylvania
-$686K
3
WAM
Wolverine Asset Management
Illinois
-$524K
4
Morgan Stanley
Morgan Stanley
New York
-$484K
5
Invesco
Invesco
Georgia
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
76
Monterey Private Wealth
California
$219K – – –
NAS
77
NWF Advisory Services
California
$219K +$214K +9,902 New
IWM
78
IHT Wealth Management
Illinois
$216K -$776 -36 -0.4%
LWM
79
Lakeridge Wealth Management
Ohio
$216K – – –
Mariner
80
Mariner
Kansas
$212K +$208K +9,621 New
IA
81
Intellus Advisors
Florida
$204K +$199K +9,239 New
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$199K – – –
PTC
83
Private Trust Company
Ohio
$159K – – –
SWM
84
Spire Wealth Management
Virginia
$132K +$2.37K +110 +2%
TWC
85
TD Waterhouse Canada
Ontario, Canada
$110K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$94K -$76.4K -3,542 -45%
CA
87
CoreCap Advisors
Michigan
$91.7K – – –
MCM
88
MAI Capital Management
Ohio
$89.3K -$1.08K -50 -1%
MCM
89
Manchester Capital Management
Vermont
$88.3K – – –
CSC
90
Caldwell Sutter Capital
California
$66.2K – – –
ICM
91
Islay Capital Management
Texas
$66.2K – – –
EWA
92
EverSource Wealth Advisors
Alabama
$60.7K – – –
CFB
93
Cullen/Frost Bankers
Texas
$59.8K – – –
NS
94
NBC Securities
Alabama
$59K +$58.2K +2,698 +134,900%
PFBT
95
Parkside Financial Bank & Trust
Missouri
$55.2K – – –
IRC
96
Investors Research Corp
Georgia
$48.6K – – –
CAL
97
Capital Advisors Ltd
Ohio
$44K – – –
Jones Financial Companies
98
Jones Financial Companies
Missouri
$43.9K +$30.7K +1,422 +246%
NC
99
NewSquare Capital
Pennsylvania
$33.1K +$32.4K +1,500 New
AG
100
AmeriFlex Group
Nevada
$32.4K – – –
2 3
4
5 6

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.