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Cohen & Steers REIT and Preferred and Income Fund

107 hedge funds and large institutions have $205M invested in Cohen & Steers REIT and Preferred and Income Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $185M → $205M (+$20.3M)

7% more funds holding

Funds holding: 100107 (+7)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.66% more ownership

Funds ownership: 17.05%17.71% (+0.66%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
36
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
1
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.3M +$282K +12,292 +1%
Morgan Stanley
2
Morgan Stanley
New York
$24.3M -$4.17M -181,375 -15%
Wells Fargo
3
Wells Fargo
California
$14.8M +$627K +27,292 +5%
EIP
4
Ellis Investment Partners
Pennsylvania
$14.2M +$81.4K +3,542 +0.6%
Bank of America
5
Bank of America
North Carolina
$10M +$1.16M +50,603 +14%
UBS Group
6
UBS Group
Switzerland
$9.32M -$457K -19,890 -5%
LPL Financial
7
LPL Financial
California
$8.56M +$58.2K +2,534 +0.7%
AAM
8
Advisors Asset Management
Colorado
$7.21M +$863K +37,554 +15%
RJA
9
Raymond James & Associates
Florida
$6.54M -$42.3K -1,841 -0.7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.09M +$653K +28,422 +13%
PCM
11
Penserra Capital Management
California
$5.48M +$5.16M +224,779 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.12M -$434K -18,890 -8%
CP
13
Camelot Portfolios
Ohio
$3.87M +$3.77K +164 +0.1%
First Trust Advisors
14
First Trust Advisors
Illinois
$3.76M +$19.6K +852 +0.6%
DBT
15
Dubuque Bank & Trust
Iowa
$3.73M -$1.23M -53,510 -26%
AUB
16
Atlantic Union Bankshares
Virginia
$3.29M +$2.58M +112,185 +499%
BCWM
17
Bartlett & Co Wealth Management
Ohio
$3.15M -$31K -1,350 -1%
BC
18
Bartlett & Co
Ohio
$3.15M -$31K -1,350 -1%
Ameriprise
19
Ameriprise
Minnesota
$2.38M +$43.9K +1,912 +2%
HI
20
Harbour Investments
Wisconsin
$2.32M +$2.18M +94,954 New
CCM
21
Campbell Capital Management
Florida
$2.29M
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$2.18M -$794K -34,556 -28%
CIA
23
Capital Investment Advisors
Georgia
$2.02M -$23.3K -1,014 -1%
Truist Financial
24
Truist Financial
North Carolina
$1.93M +$101K +4,399 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.8M +$168K +7,310 +11%

RNP Hedge Fund Activity: Q1 2021 in Review

107 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q1 2021, worth a combined $205M — up 11% from $185M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RNP positions and 6 closed out — a net gain of 9 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $5.16M. The largest seller was Morgan Stanley, cutting an estimated $4.17M.

  • 107 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q1 2021, up from 100 in Q4 2020.
  • Funds reported $205M of Cohen & Steers REIT and Preferred and Income Fund stock for Q1 2021, up 11% quarter-over-quarter.
  • 15 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q1 2021 and 6 closed out, a net change of +9 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q1 2021 was Penserra Capital Management, an estimated $5.16M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q1 2021 was Morgan Stanley, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2021.