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Lynx Investment Advisory’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Lynx Investment Advisory’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
-11,339
Closed -$129K – 195
2025
Q4 		$129K Buy
+11,339
New +$135K 0.07% 166

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

Lynx Investment Advisory's RQI Position: Q1 2026 in Review

Lynx Investment Advisory sold out of Cohen & Steers Quality Income Realty Fund (RQI) in Q1 2026, closing a stake of 11,339 shares — an estimated $129K sold.

Lynx Investment Advisory first reported a position in RQI in Q4 2025 and held it in 1 quarter. The position peaked at $129K in Q4 2025. 203 funds tracked by Wall St. Rank hold RQI as of Q1 2026.

  • Lynx Investment Advisory reported no remaining Cohen & Steers Quality Income Realty Fund position as of Q1 2026 after selling out during the quarter.
  • Lynx Investment Advisory sold 11,339 Cohen & Steers Quality Income Realty Fund shares in Q1 2026, an estimated $129K.
  • Lynx Investment Advisory first reported a position in Cohen & Steers Quality Income Realty Fund in Q4 2025 and held it in 1 quarter.
  • Lynx Investment Advisory's Cohen & Steers Quality Income Realty Fund position peaked at $129K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.