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Cohen & Steers REIT and Preferred and Income Fund

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: 12 (+1)

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

8% more funds holding

Funds holding: 116125 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Sanctuary Wealth Management
Idaho
$20.9K
NA
102
NewEdge Advisors
Louisiana
$17.1K
TFA
103
Toth Financial Advisory
Virginia
$14.9K +$2.36K +104 +17%
CAS
104
Coppell Advisory Solutions
Texas
$13.2K -$21K -929 -59%
FGA
105
Fortis Group Advisors
New Jersey
$12.5K
Jones Financial Companies
106
Jones Financial Companies
Missouri
$12.1K +$13.1K +578 New
BWL
107
Bogart Wealth LLC
Virginia
$11.7K
MIA
108
MeadowBrook Investment Advisors
Michigan
$11.3K -$2.27K -100 -16%
AF
109
Allworth Financial
California
$11K
LDB
110
Lee, Danner & Bass
Tennessee
$9.34K +$10.1K +447 New
HFM
111
Hartford Financial Management
Connecticut
$9.28K
PWA
112
Provenance Wealth Advisors
Florida
$7.48K
WA
113
WPG Advisers
Maryland
$6.48K +$7.02K +310 New
AA
114
AlphaMark Advisors
Kentucky
$6K +$136 +6 +2%
HNB
115
Huntington National Bank
Ohio
$5.75K
IA
116
IFP Advisors
Florida
$5.41K
ANBT
117
American National Bank & Trust
Texas
$4.56K -$6.8K -300 -58%
HBW
118
Hazlett, Burt & Watson
West Virginia
$4K +$91 +4 +2%
SS
119
Sunbelt Securities
Texas
$3.12K +$3.4K +150 New
JFG
120
JDM Financial Group
Texas
$2.65K +$2.88K +127 New
ME
121
McIlrath & Eck
Washington
$2.61K +$2.83K +125 New
WWM
122
Wolff Wiese Magana
California
$586 +$634 +28 New
HCM
123
Hollencrest Capital Management
California
$209
PA
124
Parallel Advisors
California
$63
NS
125
NBC Securities
Alabama
$56 -$61.1K -2,698 -100%

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.