EWA
RQI icon

Elevate Wealth Advisory’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Elevate Wealth Advisory’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
Q1 		$301K Hold
25,000
– – 0.19% 62
2025
Q4 		$289K Buy
+25,000
New +$297K 0.2% 60

Other funds holding RQI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Elevate Wealth Advisory's RQI Position: Q1 2026 in Review

Elevate Wealth Advisory held its Cohen & Steers Quality Income Realty Fund (RQI) position steady in Q1 2026 at 25,000 shares worth $301K. The position accounts for 0.19% of the portfolio, ranked #62.

Elevate Wealth Advisory first reported a position in RQI in Q4 2025 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold RQI as of Q1 2026.

  • Elevate Wealth Advisory held 25,000 shares of Cohen & Steers Quality Income Realty Fund worth $301K as of Q1 2026.
  • Elevate Wealth Advisory left its Cohen & Steers Quality Income Realty Fund share count unchanged in Q1 2026.
  • Cohen & Steers Quality Income Realty Fund made up 0.19% of Elevate Wealth Advisory's portfolio in Q1 2026, its #62 holding.
  • Elevate Wealth Advisory first reported a position in Cohen & Steers Quality Income Realty Fund in Q4 2025 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.