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Fortitude Family Office’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Fortitude Family Office’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
2025
Q3 		– Sell
-4,000
Closed -$49.8K – 2113
2025
Q2 		$49.8K Buy
+4,000
New +$48.6K 0.02% 250

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Fortitude Family Office's RQI Position: Q3 2025 in Review

Fortitude Family Office sold out of Cohen & Steers Quality Income Realty Fund (RQI) in Q3 2025, closing a stake of 4,000 shares — an estimated $49.8K sold.

Fortitude Family Office first reported a position in RQI in Q2 2025 and held it in 1 quarter. The position peaked at $49.8K in Q2 2025. 192 funds tracked by Wall St. Rank hold RQI as of Q3 2025.

  • Fortitude Family Office reported no remaining Cohen & Steers Quality Income Realty Fund position as of Q3 2025 after selling out during the quarter.
  • Fortitude Family Office sold 4,000 Cohen & Steers Quality Income Realty Fund shares in Q3 2025, an estimated $49.8K.
  • Fortitude Family Office first reported a position in Cohen & Steers Quality Income Realty Fund in Q2 2025 and held it in 1 quarter.
  • Fortitude Family Office's Cohen & Steers Quality Income Realty Fund position peaked at $49.8K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.