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Cohen & Steers REIT and Preferred and Income Fund

75 hedge funds and large institutions have $157M invested in Cohen & Steers REIT and Preferred and Income Fund in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

4% more funds holding

Funds holding: 7275 (+3)

4% more capital invested

Capital invested by funds: $152M → $157M (+$5.33M)

0.38% more ownership

Funds ownership: 16.66%17.04% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
29
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$31.3M -$235K -12,020 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$17.5M -$695K -35,602 -4%
Wells Fargo
3
Wells Fargo
California
$15.5M +$4.15M +212,818 +36%
UBS Group
4
UBS Group
Switzerland
$12.9M +$343K +17,555 +3%
Bank of America
5
Bank of America
North Carolina
$9.14M -$263K -13,468 -3%
CP
6
Camelot Portfolios
Ohio
$8.9M +$533K +27,320 +6%
LPL Financial
7
LPL Financial
California
$6.73M -$89.4K -4,577 -1%
CA
8
Cornerstone Advisors
North Carolina
$6.48M -$1.99M -101,886 -23%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.59M +$31.5K +1,611 +0.7%
Bessemer Group
10
Bessemer Group
New Jersey
$4.46M -$434K -22,218 -9%
DBT
11
Dubuque Bank & Trust
Iowa
$3.21M +$268K +13,726 +9%
RJA
12
Raymond James & Associates
Florida
$2.9M +$121K +6,177 +4%
BC
13
Bartlett & Co
Ohio
$2.16M
First Trust Advisors
14
First Trust Advisors
Illinois
$2.04M +$171K +8,750 +9%
CIA
15
Capital Investment Advisors
Georgia
$1.93M -$59.3K -3,039 -3%
WAM
16
Wolverine Asset Management
Illinois
$1.78M +$1.79M +91,904 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.71M -$23.3K -1,191 -1%
CAN
18
Cetera Advisor Networks
California
$1.49M +$6.83K +350 +0.5%
GC
19
Guggenheim Capital
Illinois
$1.37M -$207K -10,601 -13%
RCM
20
RB Capital Management
Nevada
$1.33M +$23.2K +1,188 +2%
Invesco
21
Invesco
Georgia
$1.23M -$51.6K -2,641 -4%
LCM
22
Landscape Capital Management
New Jersey
$1.17M +$411K +21,052 +53%
FFEC
23
First Financial Equity Corporation
Arizona
$1.13M +$1.15M +59,002 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.05M +$134K +6,842 +14%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.02M +$67.4K +3,451 +7%

RNP Hedge Fund Activity: Q1 2017 in Review

75 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q1 2017, worth a combined $157M — up 3.5% from $152M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RNP positions and 6 closed out — a net gain of 4 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.15M. The largest seller was Janus Henderson Investors US, exiting entirely with an estimated $2.12M sold.

  • 75 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q1 2017, up from 72 in Q4 2016.
  • Funds reported $157M of Cohen & Steers REIT and Preferred and Income Fund stock for Q1 2017, up 3.5% quarter-over-quarter.
  • 10 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q1 2017 and 6 closed out, a net change of +4 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q1 2017 was Wells Fargo, an estimated $4.15M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q1 2017 was Janus Henderson Investors US, an estimated $2.12M sold.

Based on aggregated 13F filings for Q1 2017.