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Cohen & Steers REIT and Preferred and Income Fund

90 hedge funds and large institutions have $187M invested in Cohen & Steers REIT and Preferred and Income Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $171M → $187M (+$15.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.11% less ownership

Funds ownership: 20.21%19.09% (-1.1%)

6% less funds holding

Funds holding: 9690 (-6)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
90
Holders Change
-6
Holders Change %
-6.25%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
38
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$25.5M -$177K -9,082 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$18M +$338K +17,322 +2%
Wells Fargo
3
Wells Fargo
California
$14.3M +$137K +7,022 +1%
PPA
4
Parametric Portfolio Associates
Washington
$10.3M -$29.4K -1,508 -0.3%
JFGIW
5
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.3M +$754K +38,601 +8%
AAM
6
Advisors Asset Management
Colorado
$10.1M +$254K +12,994 +3%
UBS Group
7
UBS Group
Switzerland
$9.22M +$105K +5,377 +1%
Bank of America
8
Bank of America
North Carolina
$8.52M -$310K -15,892 -4%
CP
9
Camelot Portfolios
Ohio
$8.15M -$789K -40,409 -9%
EIP
10
Ellis Investment Partners
Pennsylvania
$7.88M +$605K +30,973 +9%
DBT
11
Dubuque Bank & Trust
Iowa
$6.13M +$12.3K +630 +0.2%
RJA
12
Raymond James & Associates
Florida
$5.01M +$292K +14,949 +7%
LPL Financial
13
LPL Financial
California
$4.44M -$352K -18,020 -8%
BCWM
14
Bartlett & Co Wealth Management
Ohio
$3.99M +$3.9K +200 +0.1%
BC
15
Bartlett & Co
Ohio
$3.99M +$3.9K +200 +0.1%
First Trust Advisors
16
First Trust Advisors
Illinois
$3.71M +$35.1K +1,797 +1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.36M +$218K +11,157 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.33M -$622K -31,850 -16%
CA
19
Cornerstone Advisors
North Carolina
$2.12M -$4.29M -219,570 -68%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.12M +$61.8K +3,164 +3%
CCM
21
Campbell Capital Management
Florida
$2.03M -$7.81K -400 -0.4%
RCM
22
RB Capital Management
Nevada
$1.94M +$13.6K +694 +0.7%
CIA
23
Capital Investment Advisors
Georgia
$1.85M -$24.6K -1,262 -1%
WA
24
WESPAC Advisors
California
$1.74M +$128K +6,541 +8%
OA
25
Oxbow Advisors
Texas
$1.65M -$664 -34 -0%

RNP Hedge Fund Activity: Q1 2019 in Review

90 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q1 2019, worth a combined $187M — up 8.9% from $171M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of RNP and 10 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 38 added.

The largest buyer was Jefferies Group, opening a new position worth an estimated $1.08M. The largest seller was Cornerstone Advisors, cutting an estimated $4.29M.

  • 90 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q1 2019, down from 96 in Q4 2018.
  • Funds reported $187M of Cohen & Steers REIT and Preferred and Income Fund stock for Q1 2019, up 8.9% quarter-over-quarter.
  • 10 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q1 2019 and 15 closed out, a net change of -5 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q1 2019 was Jefferies Group, an estimated $1.08M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q1 2019 was Cornerstone Advisors, an estimated $4.29M sold.

Based on aggregated 13F filings for Q1 2019.