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Abound Wealth Management’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Abound Wealth Management’s Portfolio RQI Stock Details RQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-188
Closed -$2.27K – 1536
2026
Q1 		$2.27K Buy
+188
New +$2.34K ﹤0.01% 886

Other funds holding RQI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Abound Wealth Management's RQI Position: Q2 2026 in Review

Abound Wealth Management sold out of Cohen & Steers Quality Income Realty Fund (RQI) in Q2 2026, closing a stake of 188 shares — an estimated $2.27K sold.

Abound Wealth Management first reported a position in RQI in Q1 2026 and held it in 1 quarter. The position peaked at $2.27K in Q1 2026. 210 funds tracked by Wall St. Rank hold RQI as of Q2 2026.

  • Abound Wealth Management reported no remaining Cohen & Steers Quality Income Realty Fund position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 188 Cohen & Steers Quality Income Realty Fund shares in Q2 2026, an estimated $2.27K.
  • Abound Wealth Management first reported a position in Cohen & Steers Quality Income Realty Fund in Q1 2026 and held it in 1 quarter.
  • Abound Wealth Management's Cohen & Steers Quality Income Realty Fund position peaked at $2.27K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.