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Cohen & Steers REIT and Preferred and Income Fund

116 hedge funds and large institutions have $185M invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

18% more capital invested

Capital invested by funds: $158M → $185M (+$27.7M)

12% more funds holding

Funds holding: 104116 (+12)

0.77% more ownership

Funds ownership: 16.33%17.1% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+12
Holders Change %
+11.54%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
36
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.6M +$583K +26,096 +2%
EIP
2
Ellis Investment Partners
Pennsylvania
$28.5M -$1.54M -68,847 -5%
LPL Financial
3
LPL Financial
California
$17.2M +$494K +22,096 +3%
Bank of America
4
Bank of America
North Carolina
$14.1M +$86.1K +3,855 +0.7%
Wells Fargo
5
Wells Fargo
California
$9.77M -$251K -11,248 -3%
Ameriprise
6
Ameriprise
Minnesota
$7.4M +$374K +16,726 +6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.04M +$395K +17,654 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.36M +$31.8K +1,421 +0.5%
UBS Group
9
UBS Group
Switzerland
$6.18M +$603K +27,003 +12%
JFGIW
10
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.27M -$772K -34,562 -16%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.24M -$172K -7,710 -5%
RJA
12
Raymond James & Associates
Florida
$2.76M -$291 -13 -0%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.58M +$354K +15,846 +17%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.36M -$749K -33,528 -25%
CPRC
15
Consolidated Portfolio Review Corp
New York
$2.07M +$38.9K +1,739 +2%
HI
16
Harbour Investments
Wisconsin
$1.98M +$12.2K +544 +0.7%
First Trust Advisors
17
First Trust Advisors
Illinois
$1.93M -$57.4K -2,570 -3%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$1.58M +$79.4K +3,552 +6%
CCM
19
Campbell Capital Management
Florida
$1.45M -$8.94K -400 -0.6%
Invesco
20
Invesco
Georgia
$1.4M +$446K +19,951 +51%
BCWM
21
Bartlett & Co Wealth Management
Ohio
$1.4M -$501K -22,425 -27%
CIA
22
Capital Investment Advisors
Georgia
$1.39M -$9.05K -405 -0.7%
AUB
23
Atlantic Union Bankshares
Virginia
$1.35M
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.17M +$179 +8 +0%
AAM
25
Advisors Asset Management
Colorado
$1.04M -$1.88K -84 -0.2%

RNP Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q3 2024, worth a combined $185M — up 18% from $158M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RNP positions and 9 closed out — a net gain of 13 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $6.91M. The largest seller was Ellis Investment Partners, cutting an estimated $1.54M.

  • 116 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q3 2024, up from 104 in Q2 2024.
  • Funds reported $185M of Cohen & Steers REIT and Preferred and Income Fund stock for Q3 2024, up 18% quarter-over-quarter.
  • 22 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q3 2024 and 9 closed out, a net change of +13 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $6.91M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q3 2024 was Ellis Investment Partners, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2024.