Mount Yale Investment Advisors’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Mount Yale Investment 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	$548K	Sell	45,471 -6,538	-13%	-$81.3K	0.01%	689
2025 Q4	$601K	Sell	52,009 -9,797	-16%	-$117K	0.03%	419
2025 Q3	$771K	Buy	+61,806	New	+$768K	0.05%	329

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 $445B AUM 25.58% 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

Mount Yale Investment Advisors's RQI Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Cohen & Steers Quality Income Realty Fund (RQI) stake by 13% in Q1 2026, selling an estimated $81.3K and leaving 45,471 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #689.

Mount Yale Investment Advisors first reported a position in RQI in Q3 2025 and has held it in 3 quarters since. The position peaked at $771K in Q3 2025. 201 funds tracked by Wall St. Rank hold RQI as of Q1 2026.

Mount Yale Investment Advisors held 45,471 shares of Cohen & Steers Quality Income Realty Fund worth $548K as of Q1 2026.
Mount Yale Investment Advisors sold 6,538 Cohen & Steers Quality Income Realty Fund shares in Q1 2026, an estimated $81.3K.
Cohen & Steers Quality Income Realty Fund made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #689 holding.
Mount Yale Investment Advisors first reported a position in Cohen & Steers Quality Income Realty Fund in Q3 2025 and has held it in 3 quarters since.
Mount Yale Investment Advisors's Cohen & Steers Quality Income Realty Fund position peaked at $771K in Q3 2025.
201 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.