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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.

19 hedge funds and large institutions have $111M invested in RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $111M → $111M (+$358K)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less funds holding

Funds holding: 2019 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
2
Increased
5
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ES
1
Equitec Specialists
Illinois
$21.7M +$6.55M +95,818 +42%
FM
2
Forward Management
California
$16.4M
Deutsche Bank
3
Deutsche Bank
Germany
$15.4M -$234K -3,424 -1%
CL
4
CSS LLC
Illinois
$10.1M
CCM
5
Cutler Capital Management
Massachusetts
$9.28M -$1.18M -17,325 -11%
WAM
6
Weiss Asset Management
Massachusetts
$9.06M
OFG
7
OTA Financial Group
New York
$8.72M +$1.11M +16,287 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.92M
BCM
9
Basso Capital Management
Connecticut
$3.8M +$1.5M +21,900 +63%
N
10
Nuveen
North Carolina
$2.69M +$1.24M +18,093 +81%
IP
11
InvenTrust Properties
Illinois
$1.34M +$1.37M +20,026 New
Lazard Asset Management
12
Lazard Asset Management
New York
$1.31M -$3.76M -55,000 -74%
REMS
13
Real Estate Management Services
$1.19M -$601K -8,800 -33%
ECM
14
EII Capital Management
New York
$1.11M
DLG
15
Daniel L. Goodwin
$808K -$1.37M -20,026 -62%
SIM
16
SSI Investment Management
California
$668K -$2.71M -39,657 -80%
WAM
17
Wolverine Asset Management
Illinois
$309K -$59.9K -876 -16%
UBS Group
18
UBS Group
Switzerland
$53K +$16.8K +246 +45%
GWM
19
Gupta Wealth Management
California
$40K +$41K +600 New
Citigroup
20
Citigroup
New York
$16K -$1.98K -29 -11%
Wells Fargo
21
Wells Fargo
California
-$643K -9,600 Closed
Stifel Financial
22
Stifel Financial
Missouri
-$207K -3,092 Closed
Bank of America
23
Bank of America
North Carolina
-$107K -1,600 Closed

RPT.PRD Hedge Fund Activity: Q1 2015 in Review

19 of the 3,753 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 Q1 2015, worth a combined $111M — up 0.32% from $111M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of RPT.PRD and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.

The largest buyer was Equitec Specialists, adding an estimated $6.55M. The largest seller was Lazard Asset Management, cutting an estimated $3.76M.

  • 19 institutional investors held RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest (RPT.PRD) as of Q1 2015, down from 20 in Q4 2014.
  • Funds reported $111M of RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest stock for Q1 2015, up 0.32% quarter-over-quarter.
  • 2 funds opened new RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest positions in Q1 2015 and 3 closed out, a net change of -1 holder.
  • The largest RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest buyer in Q1 2015 was Equitec Specialists, an estimated $6.55M added.
  • The largest RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest seller in Q1 2015 was Lazard Asset Management, an estimated $3.76M sold.

Based on aggregated 13F filings for Q1 2015.