Clearstead Advisors’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Clearstead Advisors’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 Q3	$116K	Buy	+10,685	New	+$130K	﹤0.01%	1212

Other funds holding RQI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealth Advisory Solutions Indiianapolis, Indiana $484M AUM 15.98% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Lynx Capital Group Beachwood, Ohio $254M AUM 9.64% 1-Year Est. Return

Clearstead Advisors's RQI Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Cohen & Steers Quality Income Realty Fund (RQI) in Q3 2026: 10,685 shares worth $116K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings.

119 funds tracked by Wall St. Rank hold RQI as of Q3 2026.

Clearstead Advisors held 10,685 shares of Cohen & Steers Quality Income Realty Fund worth $116K as of Q3 2026.
Cohen & Steers Quality Income Realty Fund was a new Clearstead Advisors position in Q3 2026.
Cohen & Steers Quality Income Realty Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1212 holding.
119 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.