Total Clarity Wealth Management’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Total Clarity Wealth Management’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
2024 Q4	–	Sell	-14,442	Closed	-$205K	–	289
2024 Q3	$205K	Buy	+14,442	New	+$187K	0.07%	244
2022 Q1	–	Sell	-4,533	Closed	-$83K	–	757
2021 Q4	$83K	Buy	4,533 +211	+5%	+$3.5K	0.04%	338
2021 Q3	$64K	Buy	+4,322	New	+$69K	0.03%	369
2020 Q1	–	Sell	-1,075	Closed	-$16K	–	503
2019 Q4	$16K	Buy	+1,075	New	+$16.1K	0.01%	429

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return

Total Clarity Wealth Management's RQI Position: Q4 2024 in Review

Total Clarity Wealth Management sold out of Cohen & Steers Quality Income Realty Fund (RQI) in Q4 2024, closing a stake of 14,442 shares — an estimated $205K sold.

Total Clarity Wealth Management first reported a position in RQI in Q4 2019 and held it in 4 quarters. The position peaked at $205K in Q3 2024. 185 funds tracked by Wall St. Rank hold RQI as of Q4 2024.

Total Clarity Wealth Management reported no remaining Cohen & Steers Quality Income Realty Fund position as of Q4 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 14,442 Cohen & Steers Quality Income Realty Fund shares in Q4 2024, an estimated $205K.
Total Clarity Wealth Management first reported a position in Cohen & Steers Quality Income Realty Fund in Q4 2019 and held it in 4 quarters.
Total Clarity Wealth Management's Cohen & Steers Quality Income Realty Fund position peaked at $205K in Q3 2024.
185 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q4 2024.

Based on Total Clarity Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.