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Cohen & Steers REIT and Preferred and Income Fund

84 hedge funds and large institutions have $171M invested in Cohen & Steers REIT and Preferred and Income Fund in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more funds holding

Funds holding: 8084 (+4)

0.92% more ownership

Funds ownership: 18.31%19.23% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

8% less capital invested

Capital invested by funds: $185M → $171M (-$14.2M)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
28
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$24.3M -$7.22M -378,051 -23%
UBS Group
2
UBS Group
Switzerland
$14.8M -$1.97M -103,267 -12%
Morgan Stanley
3
Morgan Stanley
New York
$13.9M -$2.41M -126,194 -14%
Wells Fargo
4
Wells Fargo
California
$13.2M -$2.77M -144,957 -17%
PPA
5
Parametric Portfolio Associates
Washington
$9.83M +$1.67M +87,621 +20%
CP
6
Camelot Portfolios
Ohio
$8.57M -$75.8K -3,969 -0.9%
Bank of America
7
Bank of America
North Carolina
$8.1M -$797K -41,736 -9%
WAM
8
Wolverine Asset Management
Illinois
$6.38M +$6.52M +341,434 New
CA
9
Cornerstone Advisors
North Carolina
$5.59M +$2.6M +136,253 +84%
AAM
10
Advisors Asset Management
Colorado
$5.08M +$230K +12,034 +5%
CRC
11
Curi RMB Capital
Illinois
$4.99M +$5.11M +267,213 New
Bessemer Group
12
Bessemer Group
New Jersey
$4.94M +$2.19M +114,500 +76%
DBT
13
Dubuque Bank & Trust
Iowa
$4.7M +$1.01M +53,042 +27%
LPL Financial
14
LPL Financial
California
$3.65M -$33.7K -1,763 -0.9%
BCWM
15
Bartlett & Co Wealth Management
Ohio
$3.59M +$3.67M +192,095 New
BC
16
Bartlett & Co
Ohio
$3.59M -$78.3K -4,100 -2%
First Trust Advisors
17
First Trust Advisors
Illinois
$2.82M +$39K +2,041 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.65M -$2.08M -108,742 -43%
RJA
19
Raymond James & Associates
Florida
$2.6M -$88.1K -4,613 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.49M +$133K +6,946 +5%
RCM
21
RB Capital Management
Nevada
$1.88M +$46.3K +2,421 +2%
CIA
22
Capital Investment Advisors
Georgia
$1.72M -$53.3K -2,792 -3%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.66M -$239K -12,492 -12%
XS
24
XML Securities
Maryland
$1.6M -$27.2K -1,424 -2%
OA
25
Oxbow Advisors
Texas
$1.45M +$1.48M +77,579 New

RNP Hedge Fund Activity: Q1 2018 in Review

84 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q1 2018, worth a combined $171M — down 7.7% from $185M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RNP positions and 9 closed out — a net gain of 4 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $6.52M. The largest seller was McGowan Group Asset Management, cutting an estimated $7.22M.

  • 84 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q1 2018, up from 80 in Q4 2017.
  • Funds reported $171M of Cohen & Steers REIT and Preferred and Income Fund stock for Q1 2018, down 7.7% quarter-over-quarter.
  • 13 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q1 2018 and 9 closed out, a net change of +4 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q1 2018 was Wolverine Asset Management, an estimated $6.52M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q1 2018 was McGowan Group Asset Management, an estimated $7.22M sold.

Based on aggregated 13F filings for Q1 2018.