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Cohen & Steers REIT and Preferred and Income Fund

104 hedge funds and large institutions have $159M invested in Cohen & Steers REIT and Preferred and Income Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $155M → $159M (+$4.11M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.33% less ownership

Funds ownership: 16.83%16.5% (-0.33%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

3% less funds holding

Funds holding: 107104 (-3)

14% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 37

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
32
Reduced
37
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
$20.5M -$4.19M -197,101 -16%
EIP
2
Ellis Investment Partners
Pennsylvania
$18.6M +$3.19M +150,008 +20%
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.1M +$704K +33,124 +4%
Bank of America
4
Bank of America
North Carolina
$15.2M +$1.4M +65,963 +10%
Wells Fargo
5
Wells Fargo
California
$9.8M -$678K -31,908 -6%
LPL Financial
6
LPL Financial
California
$9.04M -$1.16M -54,562 -11%
UBS Group
7
UBS Group
Switzerland
$5.49M -$336K -15,799 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.05M +$478K +22,467 +10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.79M -$1.45K -68 -0%
RJA
10
Raymond James & Associates
Florida
$3.94M -$259K -12,201 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.92M +$818K +38,452 +37%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.81M +$743K +34,937 +34%
First Trust Advisors
13
First Trust Advisors
Illinois
$2.68M -$209K -9,819 -7%
AUB
14
Atlantic Union Bankshares
Virginia
$2.47M -$41.7K -1,961 -2%
Ameriprise
15
Ameriprise
Minnesota
$2.28M +$118K +5,554 +5%
BC
16
Bartlett & Co
Ohio
$2.24M -$6.38K -300 -0.3%
BCWM
17
Bartlett & Co Wealth Management
Ohio
$2.24M -$6.38K -300 -0.3%
IAIM
18
International Assets Investment Management
Florida
$1.65M +$1.72M +81,096 New
HI
19
Harbour Investments
Wisconsin
$1.49M +$27.2K +1,281 +2%
CIA
20
Capital Investment Advisors
Georgia
$1.32M -$181K -8,490 -12%
KAS
21
Kestra Advisory Services
Texas
$1.27M +$98.8K +4,649 +8%
CCM
22
Campbell Capital Management
Florida
$1.26M +$21.3K +1,000 +2%
FFP
23
FourThought Financial Partners
Florida
$1.25M +$1.3M +61,333 New
RCM
24
RB Capital Management
Nevada
$1.2M +$6.4K +301 +0.5%
CAN
25
Cetera Advisor Networks
California
$1.2M +$99.2K +4,668 +9%

RNP Hedge Fund Activity: Q4 2022 in Review

104 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q4 2022, worth a combined $159M — up 2.6% from $155M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of RNP and 16 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 32 added.

The largest buyer was Ellis Investment Partners, adding an estimated $3.19M. The largest seller was Morgan Stanley, cutting an estimated $4.19M.

  • 104 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q4 2022, down from 107 in Q3 2022.
  • Funds reported $159M of Cohen & Steers REIT and Preferred and Income Fund stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 16 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q4 2022 and 17 closed out, a net change of -1 holder.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q4 2022 was Ellis Investment Partners, an estimated $3.19M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $4.19M sold.

Based on aggregated 13F filings for Q4 2022.