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Cohen & Steers REIT and Preferred and Income Fund

71 hedge funds and large institutions have $171M invested in Cohen & Steers REIT and Preferred and Income Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

9% more capital invested

Capital invested by funds: $157M → $171M (+$13.6M)

0.16% more ownership

Funds ownership: 17.04%17.2% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 7571 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
33
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$33.8M +$222K +10,966 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$19.3M +$479K +23,687 +3%
Wells Fargo
3
Wells Fargo
California
$17.6M +$909K +45,000 +6%
UBS Group
4
UBS Group
Switzerland
$14.6M +$762K +37,717 +6%
Bank of America
5
Bank of America
North Carolina
$10.6M +$762K +37,724 +8%
CP
6
Camelot Portfolios
Ohio
$9.47M -$85.8K -4,247 -0.9%
PPA
7
Parametric Portfolio Associates
Washington
$7.99M +$7.77M +384,699 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5M +$62.1K +3,071 +1%
CA
9
Cornerstone Advisors
North Carolina
$4.45M -$2.46M -121,729 -36%
LPL Financial
10
LPL Financial
California
$4.17M -$2.93M -144,835 -42%
Bessemer Group
11
Bessemer Group
New Jersey
$4.16M -$606K -30,000 -13%
DBT
12
Dubuque Bank & Trust
Iowa
$3.85M +$396K +19,619 +12%
RJA
13
Raymond James & Associates
Florida
$3.15M +$36.7K +1,817 +1%
First Trust Advisors
14
First Trust Advisors
Illinois
$2.58M +$382K +18,888 +18%
BC
15
Bartlett & Co
Ohio
$2.23M -$88.9K -4,400 -4%
CIA
16
Capital Investment Advisors
Georgia
$2.09M +$10.9K +537 +0.5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.04M +$189K +9,330 +11%
CAN
18
Cetera Advisor Networks
California
$1.65M +$59.7K +2,955 +4%
RCM
19
RB Capital Management
Nevada
$1.62M +$181K +8,932 +13%
AAM
20
Advisors Asset Management
Colorado
$1.5M +$787K +38,920 +117%
Invesco
21
Invesco
Georgia
$1.29M -$30.4K -1,505 -2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.27M +$176K +8,692 +17%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.16M +$32.9K +1,629 +3%
IA
24
IFP Advisors
Florida
$999K +$19.6K +968 +2%
CAM
25
Covenant Asset Management
New Jersey
$980K

RNP Hedge Fund Activity: Q2 2017 in Review

71 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q2 2017, worth a combined $171M — up 8.7% from $157M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of RNP and 8 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 33 added.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $7.77M. The largest seller was LPL Financial, cutting an estimated $2.93M.

  • 71 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q2 2017, down from 75 in Q1 2017.
  • Funds reported $171M of Cohen & Steers REIT and Preferred and Income Fund stock for Q2 2017, up 8.7% quarter-over-quarter.
  • 8 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q2 2017 and 11 closed out, a net change of -3 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $7.77M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q2 2017 was LPL Financial, an estimated $2.93M sold.

Based on aggregated 13F filings for Q2 2017.