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

IFP 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
Q2 		$179K Buy
14,537
+178
+1% +$2.31K ﹤0.01% 1596
2026
Q1 		$173K Sell
14,359
-264
-2% -$3.28K ﹤0.01% 1475
2025
Q4 		$167K Buy
14,623
+1,191
+9% +$14.2K ﹤0.01% 1475
2025
Q3 		$167K Buy
13,432
+474
+4% +$5.89K ﹤0.01% 1376
2025
Q2 		$161K Sell
12,958
-50
-0.4% -$608 ﹤0.01% 1376
2025
Q1 		$163K Buy
13,008
+325
+3% +$4.13K 0.01% 1264
2024
Q4 		$155K Sell
12,683
-2,125
-14% -$28.3K 0.01% 1262
2024
Q3 		$210K Sell
14,808
-2,500
-14% -$32.4K 0.01% 1061
2024
Q2 		$202K Buy
17,308
+1,800
+12% +$20.4K 0.01% 1035
2024
Q1 		$187K Buy
15,508
+1,975
+15% +$23.5K 0.01% 1029
2023
Q4 		$166K Sell
13,533
-2,165
-14% -$23K 0.01% 1034
2023
Q3 		$159K Buy
15,698
+1,150
+8% +$13.1K 0.01% 1061
2023
Q2 		$169K Buy
14,548
+4,070
+39% +$46.3K 0.01% 1107
2023
Q1 		$123K Sell
10,478
-73,396
-88% -$919K 0.01% 1147
2022
Q4 		$989K Buy
83,874
+237
+0.3% +$2.85K 0.03% 624
2022
Q3 		$985K Sell
83,637
-75
-0.1% -$1.07K 0.03% 642
2022
Q2 		$985K Hold
83,712
– – 0.03% 589
2022
Q1 		$985K Buy
+83,712
New +$1.35M 0.03% 589
2019
Q1 		$433K Buy
33,994
+32,516
+2,200% +$389K 0.06% 309
2018
Q4 		$15K Sell
1,478
-7,544
-84% -$86.1K ﹤0.01% 2302
2018
Q3 		$111K Sell
9,022
-4,123
-31% -$50.6K ﹤0.01% 1412
2018
Q2 		$158K Buy
13,145
+1,027
+8% +$12K 0.01% 1206
2018
Q1 		$153K Hold
12,118
– – 0.01% 1122
2017
Q4 		$153K Sell
12,118
-12,937
-52% -$163K 0.01% 1127
2017
Q3 		$315K Buy
25,055
+135
+0.5% +$1.72K 0.01% 904
2017
Q2 		$314K Sell
24,920
-1,280
-5% -$16.2K 0.01% 884
2017
Q1 		$322K Sell
26,200
-1,862
-7% -$23.5K 0.01% 871
2016
Q4 		$343K Sell
28,062
-860
-3% -$10.2K 0.02% 794
2016
Q3 		$386K Sell
28,922
-54,045
-65% -$739K 0.02% 682
2016
Q2 		$1.14M Buy
82,967
+48,973
+144% +$617K 0.06% 329
2016
Q1 		$433K Sell
33,994
-34,812
-51% -$395K 0.06% 309
2015
Q4 		$841K Buy
+68,806
New +$796K 0.06% 350

Other funds holding RQI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return
Ameriprise
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

IFP Advisors's RQI Position: Q2 2026 in Review

IFP Advisors increased its Cohen & Steers Quality Income Realty Fund (RQI) stake by 1.2% in Q2 2026, buying an estimated $2.31K and bringing the position to 14,537 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

IFP Advisors first reported a position in RQI in Q4 2015 and has held it in 32 quarters since. The position peaked at $1.14M in Q2 2016. 210 funds tracked by Wall St. Rank hold RQI as of Q2 2026.

  • IFP Advisors held 14,537 shares of Cohen & Steers Quality Income Realty Fund worth $179K as of Q2 2026.
  • IFP Advisors bought 178 Cohen & Steers Quality Income Realty Fund shares in Q2 2026, an estimated $2.31K.
  • Cohen & Steers Quality Income Realty Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1596 holding.
  • IFP Advisors first reported a position in Cohen & Steers Quality Income Realty Fund in Q4 2015 and has held it in 32 quarters since.
  • IFP Advisors's Cohen & Steers Quality Income Realty Fund position peaked at $1.14M in Q2 2016.
  • 210 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.