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Cohen & Steers REIT and Preferred and Income Fund

132 hedge funds and large institutions have $208M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 34

7% more capital invested

Capital invested by funds: $193M → $208M (+$14.3M)

5% more funds holding

Funds holding: 126132 (+6)

0.71% more ownership

Funds ownership: 18.35%19.06% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
47
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modern Wealth Management
Kansas
$217K -$75K -3,500 -27%
IWM
77
IHT Wealth Management
Illinois
$213K -$9.43K -440 -4%
CWM
78
Cornerstone Wealth Management
Missouri
$210K +$198K +9,244 New
MML Investors Services
79
MML Investors Services
Massachusetts
$206K +$194K +9,053 New
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$205K
AAS
81
Annex Advisory Services
Wisconsin
$201K +$189K +8,827 New
PTC
82
Private Trust Company
Ohio
$164K
SWM
83
Spire Wealth Management
Virginia
$139K +$2.42K +113 +2%
TWC
84
TD Waterhouse Canada
Ontario, Canada
$114K
GWM
85
Geneos Wealth Management
Colorado
$113K -$206K -9,618 -66%
CA
86
CoreCap Advisors
Michigan
$94.6K -$21 -1 -0%
MCM
87
MAI Capital Management
Ohio
$92.1K
MCM
88
Manchester Capital Management
Vermont
$91.1K
CSC
89
Caldwell Sutter Capital
California
$68.3K
ICM
90
Islay Capital Management
Texas
$68.3K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$68K -$27.3K -1,274 -30%
EWA
92
EverSource Wealth Advisors
Alabama
$62.6K
CFB
93
Cullen/Frost Bankers
Texas
$61.7K
PFBT
94
Parkside Financial Bank & Trust
Missouri
$56.9K
AF
95
Allworth Financial
California
$50.4K +$36.4K +1,700 +331%
IRC
96
Investors Research Corp
Georgia
$50.1K
SWP
97
Strategic Wealth Partners
Ohio
$46.7K +$43.9K +2,050 New
CA
98
Clearstead Advisors
Ohio
$45.5K +$42.9K +2,000 New
CAL
99
Capital Advisors Ltd
Ohio
$45K
NC
100
NewSquare Capital
Pennsylvania
$34.2K

RNP Hedge Fund Activity: Q2 2025 in Review

132 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q2 2025, worth a combined $208M — up 7.4% from $193M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RNP positions and 7 closed out — a net gain of 7 holders — while 47 added to existing stakes and 34 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.29M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $1.69M sold.

  • 132 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q2 2025, up from 126 in Q1 2025.
  • Funds reported $208M of Cohen & Steers REIT and Preferred and Income Fund stock for Q2 2025, up 7.4% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q2 2025 and 7 closed out, a net change of +7 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q2 2025 was Ameriprise, an estimated $3.29M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q2 2025 was Cornerstone Advisors, an estimated $1.69M sold.

Based on aggregated 13F filings for Q2 2025.