IFC & Insurance Marketing’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-2,000	Closed	-$23K	–	542
2025 Q4	$23K	Buy	+2,000	New	+$23.8K	0.02%	262

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

LSPW

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

IFC & Insurance Marketing's RQI Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Cohen & Steers Quality Income Realty Fund (RQI) in Q1 2026, closing a stake of 2,000 shares — an estimated $23K sold.

IFC & Insurance Marketing first reported a position in RQI in Q4 2025 and held it in 1 quarter. The position peaked at $23K in Q4 2025. 203 funds tracked by Wall St. Rank hold RQI as of Q1 2026.

IFC & Insurance Marketing reported no remaining Cohen & Steers Quality Income Realty Fund position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 2,000 Cohen & Steers Quality Income Realty Fund shares in Q1 2026, an estimated $23K.
IFC & Insurance Marketing first reported a position in Cohen & Steers Quality Income Realty Fund in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Cohen & Steers Quality Income Realty Fund position peaked at $23K in Q4 2025.
203 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.