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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.

22 hedge funds and large institutions have $62.5M invested in RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

23% more capital invested

Capital invested by funds: $50.7M → $62.5M (+$11.8M)

16% more funds holding

Funds holding: 1922 (+3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
7
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
LDR Capital Management
New York
$16.6M +$1.88M +32,576 +13%
FM
2
Forward Management
California
$13.7M +$577 +10 +0%
ICA
3
Infrastructure Capital Advisors
New York
$9.53M +$9.27M +160,683 New
SM
4
Skaana Management
New York
$5.35M +$2.67M +46,332 +105%
Principal Financial Group
5
Principal Financial Group
Iowa
$3.75M -$660K -11,436 -15%
DG
6
DigitalBridge Group
Florida
$3.26M +$346K +6,000 +12%
BC
7
Brookfield Corp
Ontario, Canada
$2.94M +$564K +9,770 +24%
CCM
8
Cutler Capital Management
Massachusetts
$2.59M
Cohen & Steers
9
Cohen & Steers
New York
$1.38M
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.13M -$209K -3,630 -16%
RWA
11
Ropes Wealth Advisors
Massachusetts
$613K +$597K +10,345 New
CCM
12
Chilton Capital Management
Texas
$537K +$369K +6,400 +241%
GC
13
Gratia Capital
California
$321K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$209K +$204K +3,530 New
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$191K
Bank of America
16
Bank of America
North Carolina
$99K +$96.5K +1,672 New
COCM
17
Charter Oak Capital Management
New Hampshire
$94K
Morgan Stanley
18
Morgan Stanley
New York
$83K +$43.4K +753 +120%
GWM
19
Geneos Wealth Management
Colorado
$58K +$56.7K +982 New
N
20
Nuveen
North Carolina
$33K
LWA
21
Lowe Wealth Advisors
Maryland
$30K
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$23.7K +$23.1K +400 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6K
UBS Group
24
UBS Group
Switzerland
$3K +$2.77K +48 New
KWA
25
KCS Wealth Advisory
California
-$1.41M -23,984 Closed

RPT.PRD Hedge Fund Activity: Q1 2022 in Review

22 of the 6,340 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 2022, worth a combined $62.5M — up 23% from $50.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RPT.PRD positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Infrastructure Capital Advisors, opening a new position worth an estimated $9.27M. The largest seller was KCS Wealth Advisory, exiting entirely with an estimated $1.41M sold.

  • 22 institutional investors held RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest (RPT.PRD) as of Q1 2022, up from 19 in Q4 2021.
  • Funds reported $62.5M of RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest stock for Q1 2022, up 23% quarter-over-quarter.
  • 7 funds opened new RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest positions in Q1 2022 and 2 closed out, a net change of +5 holders.
  • The largest RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest buyer in Q1 2022 was Infrastructure Capital Advisors, an estimated $9.27M added.
  • The largest RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest seller in Q1 2022 was KCS Wealth Advisory, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2022.