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Cohen & Steers REIT and Preferred and Income Fund

104 hedge funds and large institutions have $158M invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.45% more ownership

Funds ownership: 15.88%16.33% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $159M → $158M (-$1.27M)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

3% less funds holding

Funds holding: 107104 (-3)

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
31
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.7M +$2.87M +143,148 +12%
EIP
2
Ellis Investment Partners
Pennsylvania
$25.9M +$1.18M +58,729 +5%
LPL Financial
3
LPL Financial
California
$14.3M +$949K +47,369 +7%
Bank of America
4
Bank of America
North Carolina
$12.1M -$891K -44,464 -7%
Wells Fargo
5
Wells Fargo
California
$8.64M +$232K +11,599 +3%
Ameriprise
6
Ameriprise
Minnesota
$6.02M +$153K +7,624 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.7M +$809K +40,391 +17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.44M +$148K +7,391 +3%
UBS Group
9
UBS Group
Switzerland
$4.77M -$63.9K -3,188 -1%
JFGIW
10
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.37M -$650K -32,426 -13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.94M +$128K +6,391 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.72M -$237K -11,806 -8%
RJA
13
Raymond James & Associates
Florida
$2.38M -$9.82K -490 -0.4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.9M +$240K +11,958 +15%
CPRC
15
Consolidated Portfolio Review Corp
New York
$1.75M +$1.38M +68,679 +401%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.71M +$243K +12,121 +17%
HI
17
Harbour Investments
Wisconsin
$1.69M +$7.51K +375 +0.5%
BCWM
18
Bartlett & Co Wealth Management
Ohio
$1.67M -$501K -25,000 -23%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$1.31M -$240K -11,973 -16%
CCM
20
Campbell Capital Management
Florida
$1.25M
CIA
21
Capital Investment Advisors
Georgia
$1.21M -$15.8K -788 -1%
AUB
22
Atlantic Union Bankshares
Virginia
$1.16M -$42.1K -2,100 -4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.01M -$20.8K -1,040 -2%
KAS
24
Kestra Advisory Services
Texas
$934K -$4.41K -220 -0.5%
IPA
25
Investment Planning Advisors
Georgia
$928K +$913K +45,546 New

RNP Hedge Fund Activity: Q2 2024 in Review

104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q2 2024, worth a combined $158M — down 0.8% from $159M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of RNP and 15 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 31 added.

The largest buyer was Morgan Stanley, adding an estimated $2.87M. The largest seller was SRH Advisors, exiting entirely with an estimated $1.16M sold.

  • 104 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q2 2024, down from 107 in Q1 2024.
  • Funds reported $158M of Cohen & Steers REIT and Preferred and Income Fund stock for Q2 2024, down 0.8% quarter-over-quarter.
  • 15 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q2 2024 and 16 closed out, a net change of -1 holder.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q2 2024 was Morgan Stanley, an estimated $2.87M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q2 2024 was SRH Advisors, an estimated $1.16M sold.

Based on aggregated 13F filings for Q2 2024.