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RPT.PRD

RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest

Delisted

RPT.PRD was delisted on the 29th of December, 2023.

15 hedge funds and large institutions have $92.5M invested in RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more capital invested

Capital invested by funds: $90M → $92.5M (+$2.5M)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

25% less funds holding

Funds holding: 2015 (-5)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
15
Holders Change
-5
Holders Change %
-25%
% of All Funds
0.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
1
Increased
4
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIG
1
Mariner Investment Group
New York
$22M +$1.28M +21,798 +6%
FM
2
Forward Management
California
$14.4M
CCA
3
Canyon Capital Advisors
Texas
$9.96M
CCM
4
Cutler Capital Management
Massachusetts
$9.4M
Deutsche Bank
5
Deutsche Bank
Germany
$7.65M
DLG
6
Daniel L. Goodwin
$7.04M -$118K -2,000 -2%
REMS
7
Real Estate Management Services
$5.86M -$176K -3,000 -3%
CL
8
CSS LLC
Illinois
$5.07M +$5.08M +86,460 New
BCM
9
Basso Capital Management
Connecticut
$3.48M +$1.67M +28,407 +91%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$2.35M
Lazard Asset Management
11
Lazard Asset Management
New York
$1.97M -$81K -1,377 -4%
Wells Fargo
12
Wells Fargo
California
$1.59M +$1.34M +22,800 +526%
ECM
13
EII Capital Management
New York
$972K
WAM
14
Wolverine Asset Management
Illinois
$638K +$496K +8,435 +350%
U
15
UBS
Switzerland
$54K -$3.18K -54 -6%
PSI
16
Pinnacle Summer Investments
Virginia
$23K -$5.88K -100 -20%
KG
17
Killen Group
Pennsylvania
-$4.75M -80,813 Closed
N
18
Nuveen
North Carolina
-$1.13M -19,229 Closed
CIMLRA
19
CBRE Investment Management Listed Real Assets
Pennsylvania
-$677K -11,500 Closed
Citigroup
20
Citigroup
New York
-$39K -660 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$13K -223 Closed

RPT.PRD Hedge Fund Activity: Q4 2013 in Review

15 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest (RPT.PRD) for Q4 2013, worth a combined $92.5M — up 2.8% from $90M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RPT.PRD and 1 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 4 added.

The largest buyer was Basso Capital Management, adding an estimated $1.67M. The largest seller was Killen Group, exiting entirely with an estimated $4.75M sold.

  • 15 institutional investors held RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest (RPT.PRD) as of Q4 2013, down from 20 in Q3 2013.
  • Funds reported $92.5M of RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest stock for Q4 2013, up 2.8% quarter-over-quarter.
  • 1 fund opened new RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest positions in Q4 2013 and 5 closed out, a net change of -4 holders.
  • The largest RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest buyer in Q4 2013 was Basso Capital Management, an estimated $1.67M added.
  • The largest RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest seller in Q4 2013 was Killen Group, an estimated $4.75M sold.

Based on aggregated 13F filings for Q4 2013.