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Cohen & Steers REIT and Preferred and Income Fund

135 hedge funds and large institutions have $214M invested in Cohen & Steers REIT and Preferred and Income Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

2% more funds holding

Funds holding: 132135 (+3)

3% more capital invested

Capital invested by funds: $208M → $214M (+$6.72M)

0.87% more ownership

Funds ownership: 19.06%19.93% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
41
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.1M +$815K +36,448 +3%
EIP
2
Ellis Investment Partners
Pennsylvania
$27.3M +$300K +13,400 +1%
LPL Financial
3
LPL Financial
California
$17M -$1.38M -61,550 -8%
Ameriprise
4
Ameriprise
Minnesota
$16.8M +$3.41M +152,572 +26%
Bank of America
5
Bank of America
North Carolina
$13.3M +$277K +12,408 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$13.1M -$2.72M -121,684 -17%
Wells Fargo
7
Wells Fargo
California
$10.9M +$2.29M +102,457 +27%
XF
8
XML Financial
Maryland
$7.78M +$727K +32,510 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.21M +$234K +10,480 +3%
UBS Group
10
UBS Group
Switzerland
$6.11M -$14.8K -663 -0.2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.44M +$1.22M +54,716 +29%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$4.61M +$2.8M +125,259 +157%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.06M +$633K +28,321 +19%
JFGIW
14
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.5M
KAS
15
Kestra Advisory Services
Texas
$3.47M +$2.34M +104,698 +211%
HI
16
Harbour Investments
Wisconsin
$2.8M +$106K +4,724 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.62M -$10.4K -466 -0.4%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$2.52M +$282K +12,604 +13%
CPRC
19
Consolidated Portfolio Review Corp
New York
$2.12M -$415K -18,586 -16%
VVP
20
Venture Visionary Partners
Ohio
$2.02M +$74.7K +3,340 +4%
CCM
21
Campbell Capital Management
Florida
$1.27M -$59.5K -2,661 -4%
CIA
22
Capital Investment Advisors
Georgia
$1.12M -$12.5K -558 -1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.11M -$10.1K -452 -0.9%
BCWM
24
Bartlett & Co Wealth Management
Ohio
$1.09M -$1.12K -50 -0.1%
SRC
25
Shufro Rose & Co
New York
$1.09M

RNP Hedge Fund Activity: Q3 2025 in Review

135 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers REIT and Preferred and Income Fund (RNP) for Q3 2025, worth a combined $214M — up 3.2% from $208M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RNP positions and 12 closed out — a net gain of 4 holders — while 41 added to existing stakes and 36 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.41M. The largest seller was Raymond James Financial, cutting an estimated $2.72M.

  • 135 institutional investors held Cohen & Steers REIT and Preferred and Income Fund (RNP) as of Q3 2025, up from 132 in Q2 2025.
  • Funds reported $214M of Cohen & Steers REIT and Preferred and Income Fund stock for Q3 2025, up 3.2% quarter-over-quarter.
  • 16 funds opened new Cohen & Steers REIT and Preferred and Income Fund positions in Q3 2025 and 12 closed out, a net change of +4 holders.
  • The largest Cohen & Steers REIT and Preferred and Income Fund buyer in Q3 2025 was Ameriprise, an estimated $3.41M added.
  • The largest Cohen & Steers REIT and Preferred and Income Fund seller in Q3 2025 was Raymond James Financial, an estimated $2.72M sold.

Based on aggregated 13F filings for Q3 2025.