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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.

23 hedge funds and large institutions have $52.6M invested in RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

5% more funds holding

Funds holding: 2223 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less capital invested

Capital invested by funds: $62.5M → $52.6M (-$9.96M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
5
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
LDR Capital Management
New York
$13.4M +$95.8K +1,745 +0.6%
FM
2
Forward Management
California
$10.5M -$558K -10,162 -4%
ICA
3
Infrastructure Capital Advisors
New York
$8.5M +$711K +12,955 +8%
SM
4
Skaana Management
New York
$5.07M +$873K +15,900 +18%
DG
5
DigitalBridge Group
Florida
$2.63M
Principal Financial Group
6
Principal Financial Group
Iowa
$2.56M -$527K -9,600 -15%
CCM
7
Cutler Capital Management
Massachusetts
$2.08M
BC
8
Brookfield Corp
Ontario, Canada
$1.94M -$494K -9,005 -18%
KWA
9
KCS Wealth Advisory
California
$1.48M +$1.71M +31,064 New
Cohen & Steers
10
Cohen & Steers
New York
$956K -$176K -3,214 -14%
Bank of America
11
Bank of America
North Carolina
$731K +$748K +13,628 +815%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$705K +$780K +14,211 New
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$529K -$434K -7,900 -42%
RWA
14
Ropes Wealth Advisors
Massachusetts
$494K
CCM
15
Chilton Capital Management
Texas
$455K +$15.6K +285 +3%
COCM
16
Charter Oak Capital Management
New Hampshire
$76K
WT
17
Whittier Trust
California
$72K +$82.3K +1,500 New
WAM
18
Wolverine Asset Management
Illinois
$63K +$72K +1,311 New
Morgan Stanley
19
Morgan Stanley
New York
$62K -$4.94K -90 -7%
GWM
20
Geneos Wealth Management
Colorado
$47K
IAMOG
21
Investors Asset Management of Georgia
Georgia
$38K +$43.9K +800 New
N
22
Nuveen
North Carolina
$25K
Osaic Holdings
23
Osaic Holdings
Arizona
$20K +$23.3K +425 New
LWA
24
Lowe Wealth Advisors
Maryland
$14K -$11K -200 -40%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5K

RPT.PRD Hedge Fund Activity: Q2 2022 in Review

23 of the 5,936 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 Q2 2022, worth a combined $52.6M — down 16% from $62.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RPT.PRD positions and 5 closed out — a net gain of 1 holder — while 5 added to existing stakes and 7 trimmed.

The largest buyer was KCS Wealth Advisory, opening a new position worth an estimated $1.71M. The largest seller was Forward Management, cutting an estimated $558K.

  • 23 institutional investors held RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest (RPT.PRD) as of Q2 2022, up from 22 in Q1 2022.
  • Funds reported $52.6M of RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest stock for Q2 2022, down 16% quarter-over-quarter.
  • 6 funds opened new RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest positions in Q2 2022 and 5 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 Q2 2022 was KCS Wealth Advisory, an estimated $1.71M added.
  • The largest RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest seller in Q2 2022 was Forward Management, an estimated $558K sold.

Based on aggregated 13F filings for Q2 2022.