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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.

21 hedge funds and large institutions have $54M invested in RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding

Funds holding: 1921 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $56.1M → $54M (-$2.08M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
6
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
LDR Capital Management
New York
$14.6M -$22.7K -462 -0.1%
ICA
2
Infrastructure Capital Advisors
New York
$9.62M +$832K +16,933 +9%
WHG
3
Westwood Holdings Group
Texas
$8.55M -$250K -5,080 -3%
BIC
4
Beach Investment Counsel
Pennsylvania
$4.78M
CCM
5
Cutler Capital Management
Massachusetts
$3.12M +$17.2K +350 +0.5%
DG
6
DigitalBridge Group
Florida
$2.38M -$246K -5,000 -9%
Principal Financial Group
7
Principal Financial Group
Iowa
$2.25M -$204K -4,150 -8%
BC
8
Brookfield Corp
Ontario, Canada
$1.99M -$167K -3,401 -8%
KWA
9
KCS Wealth Advisory
California
$1.82M +$29.3K +597 +2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.47M +$69.1K +1,407 +5%
Cohen & Steers
11
Cohen & Steers
New York
$900K -$63.5K -1,293 -6%
CCM
12
Chilton Capital Management
Texas
$638K +$218K +4,440 +51%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$561K -$44.2K -900 -7%
AI
14
AXS Investments
New York
$525K +$543K +11,056 New
RWA
15
Ropes Wealth Advisors
Massachusetts
$492K
WT
16
Whittier Trust
California
$71.3K
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$68K -$63.5K -1,293 -48%
Morgan Stanley
18
Morgan Stanley
New York
$63.5K
WAM
19
Wolverine Asset Management
Illinois
$37.1K +$37.8K +770 New
N
20
Nuveen
North Carolina
$22K
Osaic Holdings
21
Osaic Holdings
Arizona
$20.2K
UBS Group
22
UBS Group
Switzerland
$18.6K +$6.49K +132 +51%

RPT.PRD Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 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 2023, worth a combined $54M — down 3.7% from $56.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new RPT.PRD positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Infrastructure Capital Advisors, adding an estimated $832K. The largest seller was Westwood Holdings Group, cutting an estimated $250K.

  • 21 institutional investors held RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest (RPT.PRD) as of Q1 2023, up from 19 in Q4 2022.
  • Funds reported $54M of RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 2 funds opened new RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest positions in Q1 2023 and 0 closed out, a net change of +2 holders.
  • The largest RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest buyer in Q1 2023 was Infrastructure Capital Advisors, an estimated $832K added.
  • The largest RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest seller in Q1 2023 was Westwood Holdings Group, an estimated $250K sold.

Based on aggregated 13F filings for Q1 2023.