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Triumph Capital Management’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Triumph Capital 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
2026
Q2 		$60K Sell
4,871
-160
-3% -$2.08K 0.01% 628
2026
Q1 		$60.6K Sell
5,031
-600
-11% -$7.46K 0.01% 581
2025
Q4 		$64.3K Buy
+5,631
New +$67K 0.01% 550

Other funds holding RQI

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Triumph Capital Management's RQI Position: Q2 2026 in Review

Triumph Capital Management reduced its Cohen & Steers Quality Income Realty Fund (RQI) stake by 3.2% in Q2 2026, selling an estimated $2.08K and leaving 4,871 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #628.

Triumph Capital Management first reported a position in RQI in Q4 2025 and has held it in 3 quarters since. The position peaked at $64.3K in Q4 2025. 43 funds tracked by Wall St. Rank hold RQI as of Q2 2026.

  • Triumph Capital Management held 4,871 shares of Cohen & Steers Quality Income Realty Fund worth $60K as of Q2 2026.
  • Triumph Capital Management sold 160 Cohen & Steers Quality Income Realty Fund shares in Q2 2026, an estimated $2.08K.
  • Cohen & Steers Quality Income Realty Fund made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #628 holding.
  • Triumph Capital Management first reported a position in Cohen & Steers Quality Income Realty Fund in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Cohen & Steers Quality Income Realty Fund position peaked at $64.3K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.