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

Future Financial 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
2025 Q4	–	Sell	-66,819	Closed	-$833K	–	363
2025 Q3	$833K	Buy	66,819 +1,733	+3%	+$21.5K	0.52%	38
2025 Q2	$810K	Buy	65,086 +1,588	+3%	+$19.3K	0.55%	34
2025 Q1	$798K	Buy	63,498 +3,588	+6%	+$45.6K	0.58%	32
2024 Q4	$733K	Sell	59,910 -526	-0.9%	-$7.01K	0.54%	38
2024 Q3	$856K	Buy	60,436 +652	+1%	+$8.44K	0.61%	37
2024 Q2	$698K	Buy	59,784 +6,961	+13%	+$79.1K	0.61%	41
2024 Q1	$638K	Buy	52,823 +325	+0.6%	+$3.86K	0.49%	42
2023 Q4	$643K	Buy	52,498 +6,214	+13%	+$66K	0.64%	41
2023 Q3	$468K	Buy	+46,284	New	+$528K	0.52%	51
2022 Q2	–	Sell	-4,500	Closed	-$75K	–	395
2022 Q1	$75K	Hold	4,500	–	–	0.06%	223
2021 Q4	$82K	Buy	+4,500	New	+$74.7K	0.07%	213

Other funds holding RQI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Future Financial Wealth Management's RQI Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Cohen & Steers Quality Income Realty Fund (RQI) in Q4 2025, closing a stake of 66,819 shares — an estimated $833K sold.

Future Financial Wealth Management first reported a position in RQI in Q4 2021 and held it in 11 quarters. The position peaked at $856K in Q3 2024. 209 funds tracked by Wall St. Rank hold RQI as of Q4 2025.

Future Financial Wealth Management reported no remaining Cohen & Steers Quality Income Realty Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 66,819 Cohen & Steers Quality Income Realty Fund shares in Q4 2025, an estimated $833K.
Future Financial Wealth Management first reported a position in Cohen & Steers Quality Income Realty Fund in Q4 2021 and held it in 11 quarters.
Future Financial Wealth Management's Cohen & Steers Quality Income Realty Fund position peaked at $856K in Q3 2024.
209 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.