Institute for Wealth Management’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Institute for 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
2026 Q2	$17.6K	Buy	+1,426	New	+$18.5K	﹤0.01%	1171
2017 Q3	–	Sell	-23,138	Closed	-$291K	–	368
2017 Q2	$291K	Buy	+23,138	New	+$293K	0.08%	321

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

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

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

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

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

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Institute for Wealth Management's RQI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Cohen & Steers Quality Income Realty Fund (RQI) in Q2 2026: 1,426 shares worth $17.6K. The stake represents ﹤0.01% of the portfolio and ranks #1171 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in RQI as recently as Q2 2017.

Institute for Wealth Management first reported a position in RQI in Q2 2017 and has held it in 2 quarters since. The position peaked at $291K in Q2 2017. 209 funds tracked by Wall St. Rank hold RQI as of Q2 2026.

Institute for Wealth Management held 1,426 shares of Cohen & Steers Quality Income Realty Fund worth $17.6K as of Q2 2026.
Cohen & Steers Quality Income Realty Fund was a new Institute for Wealth Management position in Q2 2026.
Cohen & Steers Quality Income Realty Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1171 holding.
Institute for Wealth Management first reported a position in Cohen & Steers Quality Income Realty Fund in Q2 2017 and has held it in 2 quarters since.
Institute for Wealth Management's Cohen & Steers Quality Income Realty Fund position peaked at $291K in Q2 2017.
209 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.