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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 $56.1M invested in RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

4% more capital invested

Capital invested by funds: $54M → $56.1M (+$2.07M)

0% more funds holding

Funds holding: 2121 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
21
Holders Change
Holders Change %
0%
% 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
1
Increased
8
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
LDR Capital Management
New York
$14.9M -$165K -3,497 -1%
ICA
2
Infrastructure Capital Advisors
New York
$10.6M +$669K +14,201 +7%
WHG
3
Westwood Holdings Group
Texas
$8.82M
BIC
4
Beach Investment Counsel
Pennsylvania
$4.93M +$1.79K +38 +0%
CCM
5
Cutler Capital Management
Massachusetts
$3.13M -$81.8K -1,735 -3%
DG
6
DigitalBridge Group
Florida
$2.47M +$16K +340 +0.7%
Principal Financial Group
7
Principal Financial Group
Iowa
$2.3M -$23.6K -500 -1%
KWA
8
KCS Wealth Advisory
California
$1.92M +$42.9K +911 +2%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.86M +$335K +7,117 +23%
BC
10
Brookfield Corp
Ontario, Canada
$1.63M -$403K -8,550 -20%
Cohen & Steers
11
Cohen & Steers
New York
$927K
CCM
12
Chilton Capital Management
Texas
$638K -$18.9K -400 -3%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$578K
AI
14
AXS Investments
New York
$542K
RWA
15
Ropes Wealth Advisors
Massachusetts
$507K
WT
16
Whittier Trust
California
$73.5K
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$70K
Morgan Stanley
18
Morgan Stanley
New York
$65.1K +$236 +5 +0.4%
WAM
19
Wolverine Asset Management
Illinois
$38.8K +$1.04K +22 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$25.7K +$4.71K +100 +24%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$25K
N
22
Nuveen
North Carolina
$21.4K +$2.06M +43,680 New
UBS Group
23
UBS Group
Switzerland
-$18.6K -391 Closed

RPT.PRD Hedge Fund Activity: Q2 2023 in Review

21 of the 6,369 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 2023, worth a combined $56.1M — up 3.8% from $54M a quarter earlier.

Fund positioning in RPT.PRD was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 8 added to existing stakes and 5 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $2.06M. The largest seller was Brookfield Corp, cutting an estimated $403K.

  • 21 institutional investors held RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest (RPT.PRD) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $56.1M of RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest stock for Q2 2023, up 3.8% quarter-over-quarter.
  • 1 fund opened new RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest positions in Q2 2023 and 1 closed out, a net change of 0 holders.
  • The largest RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest buyer in Q2 2023 was Nuveen, an estimated $2.06M added.
  • The largest RPT Realty 7.25% Series D Cumulative Convertible Perpetual Preferred Shares of Beneficial Interest seller in Q2 2023 was Brookfield Corp, an estimated $403K sold.

Based on aggregated 13F filings for Q2 2023.