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Cohen & Steers REIT and Preferred and Income Fund

125 hedge funds and large institutions have $1.6B invested in Cohen & Steers REIT and Preferred and Income Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

762% more capital invested

Capital invested by funds: $185M → $1.6B (+$1.41B)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

8% more funds holding

Funds holding: 116125 (+9)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0.17% more ownership

Funds ownership: 17.1%17.27% (+0.17%)

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
36
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.43B +$37.1K +1,637 +2%
Morgan Stanley
2
Morgan Stanley
New York
$27.7M -$253K -11,150 -0.8%
EIP
3
Ellis Investment Partners
Pennsylvania
$25.7M +$543K +23,952 +2%
LPL Financial
4
LPL Financial
California
$15.8M +$684K +30,205 +4%
Bank of America
5
Bank of America
North Carolina
$12.4M -$123K -5,424 -0.9%
Wells Fargo
6
Wells Fargo
California
$7.82M -$877K -38,711 -9%
Raymond James Financial
7
Raymond James Financial
Florida
$7.76M +$8.41M +371,329 New
Ameriprise
8
Ameriprise
Minnesota
$6.52M -$17.9K -789 -0.3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.34M +$141K +6,226 +2%
UBS Group
10
UBS Group
Switzerland
$5.56M +$107K +4,727 +2%
JWM
11
JP Wealth Management
South Carolina
$5.19M +$5.63M +248,458 New
JFGIW
12
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.58M -$350K -15,443 -9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.88M +$16K +706 +0.5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.55M +$291K +12,849 +12%
CPRC
15
Consolidated Portfolio Review Corp
New York
$1.91M +$87.4K +3,857 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.85M -$263K -11,624 -12%
HI
17
Harbour Investments
Wisconsin
$1.78M +$35.3K +1,557 +2%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.69M -$6.05K -267 -0.3%
CA
19
Cornerstone Advisors
North Carolina
$1.46M +$1.58M +69,956 New
CCM
20
Campbell Capital Management
Florida
$1.28M
CIA
21
Capital Investment Advisors
Georgia
$1.21M -$17.9K -791 -1%
BCWM
22
Bartlett & Co Wealth Management
Ohio
$1.2M -$40.8K -1,800 -3%
AUB
23
Atlantic Union Bankshares
Virginia
$1.14M -$56.6K -2,500 -4%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$1.09M +$521K +23,010 +79%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.04M +$8.77K +387 +0.8%

RNP Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q4 2024, worth a combined $1.6B — up 762% from $185M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RNP positions and 15 closed out — a net gain of 12 holders — while 36 added to existing stakes and 33 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $1.58M. The largest seller was International Assets Investment Management, cutting an estimated $7.01M.

  • 125 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q4 2024, up from 116 in Q3 2024.
  • Funds reported $1.6B of Cohen & Steers REIT and Preferred and Income Fund stock for Q4 2024, up 762% quarter-over-quarter.
  • 27 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q4 2024 and 15 closed out, a net change of +12 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q4 2024 was Cornerstone Advisors, an estimated $1.58M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q4 2024 was International Assets Investment Management, an estimated $7.01M sold.

Based on aggregated 13F filings for Q4 2024.