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

Medallion Wealth 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	$12.1K	Hold	1,000	–	–	﹤0.01%	736
2025 Q4	$11.4K	Hold	1,000	–	–	﹤0.01%	729
2025 Q3	$12.5K	Hold	1,000	–	–	﹤0.01%	715
2025 Q2	$12.5K	Hold	1,000	–	–	﹤0.01%	706
2025 Q1	$12.6K	Hold	1,000	–	–	0.01%	658
2024 Q4	$12.2K	Buy	+1,000	New	+$13.3K	0.01%	636

Other funds holding RQI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Medallion Wealth Advisors's RQI Position: Q1 2026 in Review

Medallion Wealth Advisors held its Cohen & Steers Quality Income Realty Fund (RQI) position steady in Q1 2026 at 1,000 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Medallion Wealth Advisors first reported a position in RQI in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.6K in Q1 2025. 201 funds tracked by Wall St. Rank hold RQI as of Q1 2026.

Medallion Wealth Advisors held 1,000 shares of Cohen & Steers Quality Income Realty Fund worth $12.1K as of Q1 2026.
Medallion Wealth Advisors left its Cohen & Steers Quality Income Realty Fund share count unchanged in Q1 2026.
Cohen & Steers Quality Income Realty Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #736 holding.
Medallion Wealth Advisors first reported a position in Cohen & Steers Quality Income Realty Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Cohen & Steers Quality Income Realty Fund position peaked at $12.6K in Q1 2025.
201 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.