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Cohen & Steers Quality Income Realty Fund
RQI

Overview Fund Activity

186 hedge funds and large institutions have $295M invested in Cohen & Steers Quality Income Realty Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 9 closing their positions.

Holders
186
Holders Change
+8
Holders Change %
+4.49%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
63
Reduced
61
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$4.34M
2
Morgan Stanley
2
Morgan Stanley
New York
$63.5M
3
MHFA
3
Mission Hills Financial Advisory
California
$9.96M
4
RAM
4
Readystate Asset Management
Illinois
$1.4M
5
Raymond James Financial
5
Raymond James Financial
Florida
$25.6M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.53M
2
UBS Group
2
UBS Group
Switzerland
$7.98M
3
AAM
3
Advisors Asset Management
Colorado
$1.23M
4
AAS
4
Ameritas Advisory Services
Nebraska
$275K
5
CWP
5
Cyndeo Wealth Partners
Florida
$4.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.5M 5,098,148 +190,267 +4%
Bank of America
2
Bank of America
North Carolina
$32.2M 2,589,312 +39,253 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$25.6M 2,055,112 +94,428 +5%
Wells Fargo
4
Wells Fargo
California
$12M 962,289 -48,368 -5%
MHFA
5
Mission Hills Financial Advisory
California
$9.96M 799,685 +111,713 +16%
Ameriprise
6
Ameriprise
Minnesota
$9.9M 795,613 +3,585 +0.5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.53M 765,162 -1,027,214 -57%
LPL Financial
8
LPL Financial
California
$9.51M 764,110 +40,666 +6%
UBS Group
9
UBS Group
Switzerland
$7.98M 641,340 -106,665 -14%
Mariner
10
Mariner
Kansas
$6.41M 514,854 -2,385 -0.5%
LSPW
11
Lake Street Private Wealth
Illinois
$5.32M 427,025 +22,775 +6%
WAS
12
Wealth Advisory Solutions
Indiana
$4.4M 353,564 +11,474 +3%
CA
13
Cornerstone Advisors
North Carolina
$4.34M 348,547 +348,547 New
CWP
14
Cyndeo Wealth Partners
Florida
$4.32M 346,710 -54,000 -13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.22M 338,631 -28,737 -8%
AWM
16
Apollon Wealth Management
South Carolina
$3.72M 298,986 -6,304 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.49M 280,271 +1,642 +0.6%
FWM
18
Fortress Wealth Management
California
$3.31M 265,670 +801 +0.3%
MPCG
19
Matrix Private Capital Group
New York
$3.17M 254,882 +12,902 +5%
CWM
20
Castle Wealth Management
Florida
$3.07M 246,929 +3,883 +2%
PAG
21
Private Advisor Group
New Jersey
$2.7M 216,583 +17,382 +9%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.52M 205,766 -12,037 -6%
QCIG
23
Quad-Cities Investment Group
Iowa
$2.4M 192,438 +1,133 +0.6%
SIG
24
Sargent Investment Group
Maryland
$2.3M 186,430 -5,066 -3%
CPRC
25
Consolidated Portfolio Review Corp
New York
$2.2M 176,616 +3,726 +2%
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