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Cohen & Steers Quality Income Realty Fund
RQI

Overview Fund Activity

178 hedge funds and large institutions have $303M invested in Cohen & Steers Quality Income Realty Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
69
Reduced
53
Closed
19
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.4M
2
MHFA
Mission Hills Financial Advisory
California
+$1.94M
3
FWM
Fortress Wealth Management
California
+$1.91M
4
SFS
Shaker Financial Services
Virginia
+$1.35M
5
Wells Fargo
Wells Fargo
California
+$1.32M

Top Sellers

1
LPL Financial
LPL Financial
California
-$3M
2
KIM
Karpus Investment Management
New York
-$2.96M
3
IAA
Independent Advisor Alliance
North Carolina
-$1.74M
4
AAS
Ameritas Advisory Services
Nebraska
-$1.65M
5
Bank of America
Bank of America
North Carolina
-$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPRC
26
Consolidated Portfolio Review Corp
New York
$2.17M +$95.5K +7,604 +5%
OC
27
Oppenheimer & Co
New York
$1.83M +$38.1K +3,032 +2%
SIC
28
Samalin Investment Counsel
New York
$1.82M -$318K -25,299 -15%
MA
29
Mutual Advisors
Nebraska
$1.74M -$31.5K -2,655 -2%
SPIA
30
Steward Partners Investment Advisory
New York
$1.58M +$148K +11,751 +10%
Lido Advisors
31
Lido Advisors
California
$1.46M – – –
PFS
32
Prospera Financial Services
Texas
$1.45M -$22.2K -1,766 -2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.43M +$109K +8,656 +8%
SFS
34
Shaker Financial Services
Virginia
$1.35M +$1.35M +107,500 New
SFSG
35
Sound Financial Strategies Group
Mississippi
$1.2M +$1.2M +95,624 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.14M -$21.4K -1,701 -2%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.11M -$30.9K -2,460 -3%
Comerica Bank
38
Comerica Bank
Texas
$1.07M +$683K +54,379 +176%
OWP
39
ORG Wealth Partners
Texas
$1.01M +$926K +73,320 +1,173%
NAS
40
NWF Advisory Services
California
$993K +$466K +37,074 +88%
HKAM
41
Horizon Kinetics Asset Management
New York
$983K +$5.02K +400 +0.5%
AAS
42
Ameritas Advisory Services
Nebraska
$938K -$1.65M -134,814 -64%
CWM
43
Congress Wealth Management
Massachusetts
$931K +$784K +62,440 +535%
SRC
44
Shufro Rose & Co
New York
$912K -$3.77K -300 -0.4%
HAS
45
HBW Advisory Services
California
$906K +$29.8K +2,373 +3%
CFG
46
Cooper Financial Group
California
$874K -$12.4K -987 -1%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$800K +$102K +8,126 +15%
SFS
48
Sowell Financial Services
Arkansas
$798K -$32.3K -2,569 -4%
FFWM
49
Future Financial Wealth Management
Ohio
$798K +$45.1K +3,588 +6%
BCMIO
50
Beacon Capital Management Inc (Ohio)
Ohio
$776K +$776K +62,000 New
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