Lido Advisors
RQI icon

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

Lido 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
Q1 		$932K Sell
77,325
-20,000
-21% -$249K ﹤0.01% 999
2025
Q4 		$1.21M Hold
97,325
– – ﹤0.01% 925
2025
Q3 		$1.21M Sell
97,325
-11,300
-10% -$140K ﹤0.01% 873
2025
Q2 		$1.35M Sell
108,625
-7,975
-7% -$96.9K 0.01% 723
2025
Q1 		$1.46M Hold
116,600
– – 0.01% 630
2024
Q4 		$1.43M Hold
116,600
– – 0.01% 627
2024
Q3 		$1.65M Sell
116,600
-500
-0.4% -$6.47K 0.01% 526
2024
Q2 		$1.37M Buy
117,100
+500
+0.4% +$5.68K 0.01% 553
2024
Q1 		$1.41M Hold
116,600
– – 0.01% 535
2023
Q4 		$1.43M Buy
116,600
+91,600
+366% +$974K 0.01% 503
2023
Q3 		$253K Buy
+25,000
New +$285K ﹤0.01% 990

Other funds holding RQI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return