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Root Financial Partners’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Root Financial Partners’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 		– Sell
-3,000
Closed -$36.1K – 2595
2026
Q1 		$36.1K Hold
3,000
– – ﹤0.01% 1022
2025
Q4 		$34.3K Hold
3,000
– – ﹤0.01% 880
2025
Q3 		$37.4K Buy
+3,000
New +$37.3K ﹤0.01% 791

Other funds holding RQI

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Root Financial Partners's RQI Position: Q2 2026 in Review

Root Financial Partners sold out of Cohen & Steers Quality Income Realty Fund (RQI) in Q2 2026, closing a stake of 3,000 shares — an estimated $36.1K sold.

Root Financial Partners first reported a position in RQI in Q3 2025 and held it in 3 quarters. The position peaked at $37.4K in Q3 2025. 80 funds tracked by Wall St. Rank hold RQI as of Q2 2026.

  • Root Financial Partners reported no remaining Cohen & Steers Quality Income Realty Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,000 Cohen & Steers Quality Income Realty Fund shares in Q2 2026, an estimated $36.1K.
  • Root Financial Partners first reported a position in Cohen & Steers Quality Income Realty Fund in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cohen & Steers Quality Income Realty Fund position peaked at $37.4K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.