We are live on ! Find out more
RNP icon

Cohen & Steers REIT and Preferred and Income Fund

135 hedge funds and large institutions have $214M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

2% more funds holding

Funds holding: 132135 (+3)

3% more capital invested

Capital invested by funds: $208M → $214M (+$6.72M)

0.87% more ownership

Funds ownership: 19.06%19.93% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
41
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$42K -$24.6K -1,102 -37%
GRP
102
Global Retirement Partners
California
$38.2K +$38K +1,701 New
CSC
103
Caldwell Sutter Capital
California
$27.4K -$39.8K -1,782 -59%
NS
104
NBC Securities
Alabama
$27K -$4.47K -200 -14%
MSG
105
Main Street Group
Virginia
$23.4K
JP Morgan Chase
106
JP Morgan Chase
New York
$22.6K +$7.64K +342 +52%
HC
107
Hurley Capital
New York
$22.5K
TC
108
Truvestments Capital
Florida
$20.6K +$20.5K +916 New
TFA
109
Toth Financial Advisory
Virginia
$19.8K +$1.01K +45 +5%
NA
110
NewEdge Advisors
Louisiana
$18.4K
WANY
111
Wealthspire Advisors (New York)
New York
$16.5K +$16.5K +736 New
FGA
112
Fortis Group Advisors
New Jersey
$13.5K
BWL
113
Bogart Wealth LLC
Virginia
$12.6K
HFM
114
Hartford Financial Management
Connecticut
$9.98K
CAM
115
Costello Asset Management
Pennsylvania
$9.36K
TCM
116
TD Capital Management
Tennessee
$9.19K
TC
117
Trust Company
Kansas
$8.99K
KFP
118
Kerr Financial Planning
California
$8.23K +$8.94K +400 New
CIA
119
Cape Investment Advisory
Georgia
$6.74K -$6.71K -300 -50%
JFG
120
JDM Financial Group
Texas
$6.63K -$4.18K -187 -39%
RF
121
Rossby Financial
Florida
$6.33K +$6.33K +283 New
HBW
122
Hazlett, Burt & Watson
West Virginia
$6K +$760 +34 +16%
IA
123
IFP Advisors
Florida
$5.82K
PS
124
Principal Securities
Iowa
$5.13K
ANBT
125
American National Bank & Trust
Texas
$4.9K

RNP Hedge Fund Activity: Q3 2025 in Review

135 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q3 2025, worth a combined $214M — up 3.2% from $208M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RNP positions and 12 closed out — a net gain of 4 holders — while 41 added to existing stakes and 36 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.41M. The largest seller was Raymond James Financial, cutting an estimated $2.72M.

  • 135 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q3 2025, up from 132 in Q2 2025.
  • Funds reported $214M of Cohen & Steers REIT and Preferred and Income Fund stock for Q3 2025, up 3.2% quarter-over-quarter.
  • 16 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q3 2025 and 12 closed out, a net change of +4 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q3 2025 was Ameriprise, an estimated $3.41M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q3 2025 was Raymond James Financial, an estimated $2.72M sold.

Based on aggregated 13F filings for Q3 2025.