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Cohen & Steers REIT and Preferred and Income Fund

122 hedge funds and large institutions have $219M invested in Cohen & Steers REIT and Preferred and Income Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.12% less ownership

Funds ownership: 17.33%17.21% (-0.12%)

5% less funds holding

Funds holding: 129122 (-7)

7% less capital invested

Capital invested by funds: $236M → $219M (-$16.5M)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
122
Holders Change
-7
Holders Change %
-5.43%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
42
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.1M +$1.08M +41,918 +5%
JFGIW
2
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.5M -$595K -23,004 -3%
Bank of America
3
Bank of America
North Carolina
$20.4M +$265K +10,263 +1%
EIP
4
Ellis Investment Partners
Pennsylvania
$17.2M +$1.18M +45,647 +8%
Wells Fargo
5
Wells Fargo
California
$14.6M -$3.15M -121,745 -18%
LPL Financial
6
LPL Financial
California
$12M +$256K +9,900 +2%
UBS Group
7
UBS Group
Switzerland
$8.63M -$1.18M -45,609 -12%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.2M +$158K +6,112 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.23M -$393K -15,182 -6%
RJA
10
Raymond James & Associates
Florida
$6.15M +$20.2K +782 +0.3%
PCM
11
Penserra Capital Management
California
$5.7M +$5.48M +212,002 New
AAM
12
Advisors Asset Management
Colorado
$4.12M -$998K -38,594 -20%
First Trust Advisors
13
First Trust Advisors
Illinois
$4.09M -$165K -6,388 -4%
LA
14
LexAurum Advisors
Kansas
$3.92M +$227K +8,798 +6%
AUB
15
Atlantic Union Bankshares
Virginia
$3.32M -$76K -2,940 -2%
BC
16
Bartlett & Co
Ohio
$3.17M -$25.9K -1,000 -0.8%
BCWM
17
Bartlett & Co Wealth Management
Ohio
$3.17M -$25.9K -1,000 -0.8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.74M -$83.6K -3,232 -3%
CCM
19
Campbell Capital Management
Florida
$2.7M +$216K +8,372 +9%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.62M +$88K +3,402 +4%
CIA
21
Capital Investment Advisors
Georgia
$2.13M +$17.7K +684 +0.9%
CP
22
Camelot Portfolios
Ohio
$2.13M -$197K -7,614 -9%
Ameriprise
23
Ameriprise
Minnesota
$1.92M +$216K +8,360 +14%
RCM
24
RB Capital Management
Nevada
$1.64M -$21K -813 -1%
KAS
25
Kestra Advisory Services
Texas
$1.61M +$70.2K +2,716 +5%

RNP Hedge Fund Activity: Q1 2022 in Review

122 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q1 2022, worth a combined $219M — down 7% from $236M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of RNP and 14 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 42 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $5.48M. The largest seller was Wells Fargo, cutting an estimated $3.15M.

  • 122 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q1 2022, down from 129 in Q4 2021.
  • Funds reported $219M of Cohen & Steers REIT and Preferred and Income Fund stock for Q1 2022, down 7% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q1 2022 and 17 closed out, a net change of -3 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q1 2022 was Penserra Capital Management, an estimated $5.48M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q1 2022 was Wells Fargo, an estimated $3.15M sold.

Based on aggregated 13F filings for Q1 2022.