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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.

20 hedge funds and large institutions have $111M invested in RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

25% more funds holding

Funds holding: 1620 (+4)

20% more capital invested

Capital invested by funds: $92.4M → $111M (+$18.2M)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.53%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
8
Increased
5
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
1
Forward Management
California
$16.7M
Deutsche Bank
2
Deutsche Bank
Germany
$15.7M +$6.3M +98,650 +73%
ES
3
Equitec Specialists
Illinois
$15.4M +$14.7M +229,500 New
CCM
4
Cutler Capital Management
Massachusetts
$10.5M -$658K -10,302 -6%
CL
5
CSS LLC
Illinois
$10.2M +$3.92M +61,300 +68%
WAM
6
Weiss Asset Management
Massachusetts
$9.04M +$8.62M +135,000 New
OFG
7
OTA Financial Group
New York
$7.66M +$7.31M +114,453 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.89M
Lazard Asset Management
9
Lazard Asset Management
New York
$5.07M -$2.4M -37,600 -33%
SIM
10
SSI Investment Management
California
$3.3M -$1.15M -18,043 -27%
BCM
11
Basso Capital Management
Connecticut
$2.35M +$222K +3,482 +11%
DLG
12
Daniel L. Goodwin
$2.15M
REMS
13
Real Estate Management Services
$1.77M
N
14
Nuveen
North Carolina
$1.49M +$139K +2,175 +11%
ECM
15
EII Capital Management
New York
$1.11M
Wells Fargo
16
Wells Fargo
California
$643K +$613K +9,600 New
WAM
17
Wolverine Asset Management
Illinois
$373K +$8.88K +139 +3%
Stifel Financial
18
Stifel Financial
Missouri
$207K +$197K +3,092 New
Bank of America
19
Bank of America
North Carolina
$107K +$102K +1,600 New
UBS Group
20
UBS Group
Switzerland
$36K +$34.6K +542 New
Citigroup
21
Citigroup
New York
$18K +$17.1K +267 New
AQR Capital Management
22
AQR Capital Management
Connecticut
-$5.64M -93,250 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
-$2.41M -40,000 Closed

RPT.PRD Hedge Fund Activity: Q4 2014 in Review

20 of the 3,750 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 2014, worth a combined $111M — up 20% from $92.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RPT.PRD positions and 2 closed out — a net gain of 6 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $8.62M. The largest seller was AQR Capital Management, exiting entirely with an estimated $5.64M sold.

  • 20 institutional investors held RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest (RPT.PRD) as of Q4 2014, up from 16 in Q3 2014.
  • Funds reported $111M of RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest stock for Q4 2014, up 20% quarter-over-quarter.
  • 8 funds opened new RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest positions in Q4 2014 and 2 closed out, a net change of +6 holders.
  • The largest RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest buyer in Q4 2014 was Weiss Asset Management, an estimated $8.62M added.
  • The largest RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest seller in Q4 2014 was AQR Capital Management, an estimated $5.64M sold.

Based on aggregated 13F filings for Q4 2014.