Investors Research Corp’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Investors Research Corp’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	$143K	Hold	11,615	–	–	0.03%	297
2026 Q1	$140K	Hold	11,615	–	–	0.03%	297
2025 Q4	$133K	Hold	11,615	–	–	0.02%	331
2025 Q3	$145K	Hold	11,615	–	–	0.03%	333
2025 Q2	$145K	Buy	11,615 +700	+6%	+$8.51K	0.03%	341
2025 Q1	$137K	Hold	10,915	–	–	0.03%	340
2024 Q4	$134K	Sell	10,915 -332	-3%	-$4.42K	0.03%	351
2024 Q3	$159K	Hold	11,247	–	–	0.03%	335
2024 Q2	$131K	Buy	11,247 +332	+3%	+$3.77K	0.03%	363
2024 Q1	$132K	Hold	10,915	–	–	0.03%	371
2023 Q4	$134K	Hold	10,915	–	–	0.03%	385
2023 Q3	$110K	Hold	10,915	–	–	0.03%	395
2023 Q2	$127K	Hold	10,915	–	–	0.03%	379
2023 Q1	$130K	Buy	+10,915	New	+$137K	0.03%	375

Other funds holding RQI

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return