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Cohen & Steers REIT and Preferred and Income Fund

68 hedge funds and large institutions have $173M invested in Cohen & Steers REIT and Preferred and Income Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

2% more capital invested

Capital invested by funds: $171M → $173M (+$2.68M)

0.14% more ownership

Funds ownership: 17.2%17.35% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 7168 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
32
Reduced
16
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
$35.3M +$770K +36,792 +2%
Morgan Stanley
2
Morgan Stanley
New York
$19.7M -$3.39K -162 -0%
Wells Fargo
3
Wells Fargo
California
$19M +$994K +47,512 +6%
UBS Group
4
UBS Group
Switzerland
$15.1M +$172K +8,221 +1%
Bank of America
5
Bank of America
North Carolina
$10.8M +$6.72K +321 +0.1%
CP
6
Camelot Portfolios
Ohio
$9.91M +$241K +11,505 +3%
PPA
7
Parametric Portfolio Associates
Washington
$8.58M +$418K +19,954 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.42M +$314K +15,018 +6%
AAM
9
Advisors Asset Management
Colorado
$4.72M +$3.15M +150,422 +208%
DBT
10
Dubuque Bank & Trust
Iowa
$4.16M +$230K +10,969 +6%
LPL Financial
11
LPL Financial
California
$4.09M -$171K -8,166 -4%
Bessemer Group
12
Bessemer Group
New Jersey
$3.16M -$1.07M -51,000 -25%
First Trust Advisors
13
First Trust Advisors
Illinois
$2.98M +$341K +16,278 +13%
RJA
14
Raymond James & Associates
Florida
$2.84M -$376K -17,987 -12%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.57M +$492K +23,492 +24%
BC
16
Bartlett & Co
Ohio
$2.28M +$10.5K +500 +0.5%
CIA
17
Capital Investment Advisors
Georgia
$2.06M -$68.4K -3,269 -3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.77M +$467K +22,334 +36%
CAN
19
Cetera Advisor Networks
California
$1.52M -$160K -7,661 -10%
WA
20
WESPAC Advisors
California
$1.24M +$427K +20,412 +54%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.22M +$40.7K +1,944 +3%
IA
22
IFP Advisors
Florida
$1.07M +$52.5K +2,507 +5%
CAM
23
Covenant Asset Management
New Jersey
$999K
Invesco
24
Invesco
Georgia
$963K -$352K -16,842 -27%
BTS
25
BB&T Securities
Virginia
$955K +$124K +5,914 +15%

RNP Hedge Fund Activity: Q3 2017 in Review

68 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 Q3 2017, worth a combined $173M — up 1.6% from $171M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RNP and 3 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 32 added.

The largest buyer was Advisors Asset Management, adding an estimated $3.15M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $4.45M sold.

  • 68 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q3 2017, down from 71 in Q2 2017.
  • Funds reported $173M of Cohen & Steers REIT and Preferred and Income Fund stock for Q3 2017, up 1.6% quarter-over-quarter.
  • 3 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q3 2017 and 6 closed out, a net change of -3 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q3 2017 was Advisors Asset Management, an estimated $3.15M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q3 2017 was Cornerstone Advisors, an estimated $4.45M sold.

Based on aggregated 13F filings for Q3 2017.