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Cohen & Steers REIT and Preferred and Income Fund

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: 125126 (+1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MSG
101
Main Street Group
Virginia
$23K
SWA
102
SOA Wealth Advisors
New York
$21.6K +$465K +21,570 New
NA
103
NewEdge Advisors
Louisiana
$18.1K
TFA
104
Toth Financial Advisory
Virginia
$17.7K +$1.85K +86 +12%
MFA
105
McClarren Financial Advisors
Pennsylvania
$16K +$475 +22 New
FGA
106
Fortis Group Advisors
New Jersey
$13.2K
CIA
107
Cape Investment Advisory
Georgia
$13.2K +$12.9K +600 New
BWL
108
Bogart Wealth LLC
Virginia
$12.4K
MIA
109
MeadowBrook Investment Advisors
Michigan
$11.9K
AF
110
Allworth Financial
California
$10.8K
JFG
111
JDM Financial Group
Texas
$10.6K +$7.66K +355 +280%
HFM
112
Hartford Financial Management
Connecticut
$9.8K
CAM
113
Costello Asset Management
Pennsylvania
$9.19K +$8.97K +416 New
TCM
114
TD Capital Management
Tennessee
$9.03K +$8.82K +409 New
LFG
115
Larson Financial Group
Missouri
$8.83K +$8.63K +400 New
TC
116
Trust Company
Kansas
$8.83K +$8.63K +400 New
BHWM
117
Beaird Harris Wealth Management
Texas
$6.62K +$6.47K +300 New
IA
118
IFP Advisors
Florida
$5.72K
HBW
119
Hazlett, Burt & Watson
West Virginia
$5K +$86 +4 +2%
ANBT
120
American National Bank & Trust
Texas
$4.81K
SS
121
Sunbelt Securities
Texas
$3.31K
WWM
122
Wolff Wiese Magana
California
$618
HCM
123
Hollencrest Capital Management
California
$221
PA
124
Parallel Advisors
California
$66
TRCT
125
Tower Research Capital (TRC)
New York
$44 +$22 +1 +100%

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.