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Cohen & Steers Quality Income Realty Fund
RQI

Overview Fund Activity

180 hedge funds and large institutions have $283M invested in Cohen & Steers Quality Income Realty Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
180
Holders Change
+13
Holders Change %
+7.78%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
68
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$23.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$60.1M
3
LPL Financial
3
LPL Financial
California
$11.8M
4
AAS
4
Ameritas Advisory Services
Nebraska
$2.59M
5
IAA
5
Independent Advisor Alliance
North Carolina
$1.74M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$11.1M
2
AAM
2
Advisors Asset Management
Colorado
$3.22M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
OC
5
Oppenheimer & Co
New York
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
26
Samalin Investment Counsel
New York
$2.09M 170,477 +49,332 +41%
CPRC
27
Consolidated Portfolio Review Corp
New York
$2.02M 165,286 +3,878 +2%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.01M 164,285 +1,834 +1%
MA
29
Mutual Advisors
Nebraska
$1.88M 149,193 +2,551 +2%
OC
30
Oppenheimer & Co
New York
$1.75M 142,935 -35,240 -20%
IAA
31
Independent Advisor Alliance
North Carolina
$1.74M 142,292 +142,292 New
PFS
32
Prospera Financial Services
Texas
$1.43M 117,015 +29,435 +34%
Lido Advisors
33
Lido Advisors
California
$1.43M 116,600 – –
SPIA
34
Steward Partners Investment Advisory
New York
$1.4M 114,357 -2,747 -2%
FWM
35
Fortress Wealth Management
California
$1.38M 113,067 -7,212 -6%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.29M 105,364 +36,640 +53%
Stifel Financial
37
Stifel Financial
Missouri
$1.21M 99,044 -7,300 -7%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.14M 92,744 +4,211 +5%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.11M 90,623 +33,864 +60%
HKAM
40
Horizon Kinetics Asset Management
New York
$953K 77,827 +1,000 +1%
SRC
41
Shufro Rose & Co
New York
$892K 72,900 +3,500 +5%
CFG
42
Cooper Financial Group
California
$864K 70,610 -30,598 -30%
HAS
43
HBW Advisory Services
California
$854K 69,749 +2,829 +4%
OP
44
ORG Partners
Indiana
$825K 67,372 -8,708 -11%
SFS
45
Sowell Financial Services
Arkansas
$809K 66,128 +2,549 +4%
SA
46
Sanctuary Advisors
Indiana
$803K 62,987 -598 -0.9%
AWM
47
Avior Wealth Management
Nebraska
$785K 64,145 +16,547 +35%
FFWM
48
Future Financial Wealth Management
Ohio
$733K 59,910 -526 -0.9%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$680K 55,545 +9,933 +22%
KPWS
50
Kestra Private Wealth Services
Texas
$666K 54,393 -3,076 -5%
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