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Cohen & Steers Quality Income Realty Fund

152 hedge funds and large institutions have $323M invested in Cohen & Steers Quality Income Realty Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

3% more capital invested

Capital invested by funds: $314M → $323M (+$9.48M)

1.46% less ownership

Funds ownership: 16.78%15.32% (-1.5%)

2% less funds holding

Funds holding: 155152 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
152
Holders Change
-3
Holders Change %
-1.94%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
54
Reduced
34
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$1.64M +$21.1K +1,391 +1%
OC
27
Oppenheimer & Co
New York
$1.47M -$52.9K -3,495 -4%
GC
28
Guggenheim Capital
Illinois
$1.46M +$480K +31,692 +52%
KIM
29
Karpus Investment Management
New York
$1.45M -$23M -1,520,035 -94%
CFA
30
Carroll Financial Associates
North Carolina
$1.43M -$1.03M -68,139 -43%
KPWS
31
Kestra Private Wealth Services
Texas
$1.41M +$3.09K +204 +0.2%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.37M -$90.6K -5,984 -6%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$1.31M -$3.58M -236,656 -74%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.29M -$590K -38,972 -32%
Invesco
35
Invesco
Georgia
$1.27M +$7.96K +526 +0.7%
CAN
36
Cetera Advisor Networks
California
$1.1M +$255K +16,882 +32%
PFS
37
Prospera Financial Services
Texas
$1.05M -$528K -34,913 -34%
ASFA
38
All Season Financial Advisors
Colorado
$1.04M +$1M +66,314 New
BC
39
Burney Company
Virginia
$1.02M -$18.7K -1,237 -2%
AF
40
Advisornet Financial
Minnesota
$961K
AIP
41
Ahrens Investment Partners
Louisiana
$941K +$4.18K +276 +0.5%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$913K +$20.3K +1,340 +2%
Stifel Financial
43
Stifel Financial
Missouri
$893K -$9.5K -628 -1%
HKAM
44
Horizon Kinetics Asset Management
New York
$852K
PAG
45
Private Advisor Group
New Jersey
$836K +$4.75K +314 +0.6%
EH
46
Equitable Holdings
New York
$710K +$119K +7,889 +21%
Millennium Management
47
Millennium Management
New York
$699K -$180K -11,911 -21%
SWM
48
Spire Wealth Management
Virginia
$649K -$863 -57 -0.1%
SFS
49
Sowell Financial Services
Arkansas
$611K -$76.7K -5,065 -12%
CW
50
CreativeOne Wealth
Kansas
$607K +$5.6K +370 +1%

RQI Hedge Fund Activity: Q2 2021 in Review

152 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q2 2021, worth a combined $323M — up 3% from $314M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of RQI and 11 opened new positions — a net loss of 3 holders — while 34 trimmed existing stakes and 54 added.

The largest buyer was Morgan Stanley, adding an estimated $4.23M. The largest seller was Karpus Investment Management, cutting an estimated $23M.

  • 152 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q2 2021, down from 155 in Q1 2021.
  • Funds reported $323M of Cohen & Steers Quality Income Realty Fund stock for Q2 2021, up 3% quarter-over-quarter.
  • 11 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q2 2021 and 14 closed out, a net change of -3 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q2 2021 was Morgan Stanley, an estimated $4.23M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q2 2021 was Karpus Investment Management, an estimated $23M sold.

Based on aggregated 13F filings for Q2 2021.