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Cohen & Steers Quality Income Realty Fund

85 hedge funds and large institutions have $234M invested in Cohen & Steers Quality Income Realty Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.28% less ownership

Funds ownership: 17.34%16.06% (-1.3%)

4% less funds holding

Funds holding: 8985 (-4)

10% less capital invested

Capital invested by funds: $260M → $234M (-$26.7M)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
85
Holders Change
-4
Holders Change %
-4.49%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
29
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HK
26
Horizon Kinetics
New York
$934K -$6.15K -450 -0.6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$933K +$37K +2,708 +4%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$762K +$46.2K +3,376 +6%
KLI
29
Kelman-Lazarov Inc
Tennessee
$694K
CWM
30
Concert Wealth Management
California
$653K -$30.3K -2,219 -4%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$621K +$295K +21,557 +86%
CI
32
Conning Inc
Connecticut
$603K +$3.87K +283 +0.6%
MFS
33
MSI Financial Services
Massachusetts
$466K -$32.5K -2,378 -6%
Stifel Financial
34
Stifel Financial
Missouri
$459K -$266K -19,472 -36%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$458K -$20.7K -1,516 -4%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$403K
CRC
37
Curi RMB Capital
Illinois
$394K +$404K +29,579 New
IA
38
IFP Advisors
Florida
$386K -$739K -54,045 -65%
UAS
39
United Asset Strategies
New York
$378K -$17K -1,242 -4%
PCP
40
Proficio Capital Partners
Massachusetts
$350K +$6.56K +480 +2%
RJT
41
Raymond James Trust
Florida
$348K +$9.27K +678 +3%
AIA
42
Allegis Investment Advisors
Idaho
$306K +$93.7K +6,849 +43%
CCP
43
Cardan Capital Partners
Colorado
$305K +$16.2K +1,186 +5%
M&T Bank
44
M&T Bank
New York
$293K +$4.44K +325 +1%
PAG
45
Private Advisor Group
New Jersey
$274K +$35.4K +2,590 +14%
HCA
46
Harbour Capital Advisors
Virginia
$262K
CIA
47
Capital Investment Advisors
Georgia
$237K +$1.66K +121 +0.7%
SFS
48
Shaker Financial Services
Virginia
$222K +$228K +16,643 New
SWP
49
Stratos Wealth Partners
Ohio
$207K +$588 +43 +0.3%
CAN
50
Cetera Advisor Networks
California
$194K +$199K +14,576 New

RQI Hedge Fund Activity: Q3 2016 in Review

85 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q3 2016, worth a combined $234M — down 10% from $260M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of RQI and 12 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 29 added.

The largest buyer was Wells Fargo, adding an estimated $1.86M. The largest seller was Morgan Stanley, cutting an estimated $11.2M.

  • 85 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q3 2016, down from 89 in Q2 2016.
  • Funds reported $234M of Cohen & Steers Quality Income Realty Fund stock for Q3 2016, down 10% quarter-over-quarter.
  • 12 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q3 2016 and 14 closed out, a net change of -2 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q3 2016 was Wells Fargo, an estimated $1.86M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q3 2016 was Morgan Stanley, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2016.