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Cohen & Steers Quality Income Realty Fund
RQI

185 hedge funds and large institutions have $308M invested in Cohen & Steers Quality Income Realty Fund in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $287M → $308M (+$21.6M)

0.85% more ownership

Funds ownership: 17.42% → 18.27% (+0.85%)

0% more funds holding

Funds holding: 185 → 185 (0)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $17K

Holders
185
Holders Change
–
Holders Change %
0%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
71
Reduced
54
Closed
20
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.5M
2
MHFA
Mission Hills Financial Advisory
California
+$1.96M
3
FWM
Fortress Wealth Management
California
+$1.93M
4
SFS
Shaker Financial Services
Virginia
+$1.37M
5
Wells Fargo
Wells Fargo
California
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.03M
2
KIM
Karpus Investment Management
New York
-$2.96M
3
IAA
Independent Advisor Alliance
North Carolina
-$1.74M
4
AAS
Ameritas Advisory Services
Nebraska
-$1.71M
5
Bank of America
Bank of America
North Carolina
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.23M +$165K +12,996 +8%
CPRC
27
Consolidated Portfolio Review Corp
New York
$2.17M +$96.6K +7,604 +5%
OC
28
Oppenheimer & Co
New York
$1.83M +$38.5K +3,032 +2%
SIC
29
Samalin Investment Counsel
New York
$1.82M -$321K -25,299 -15%
MA
30
Mutual Advisors
Nebraska
$1.74M -$33.7K -2,655 -2%
SPIA
31
Steward Partners Investment Advisory
New York
$1.58M +$149K +11,751 +10%
Lido Advisors
32
Lido Advisors
California
$1.46M – – –
PFS
33
Prospera Financial Services
Texas
$1.45M -$22.4K -1,766 -2%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1.43M +$110K +8,656 +8%
SFS
35
Shaker Financial Services
Virginia
$1.35M +$1.37M +107,500 New
SFSG
36
Sound Financial Strategies Group
Mississippi
$1.2M +$1.22M +95,624 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.14M -$21.6K -1,701 -2%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.11M -$31.3K -2,460 -3%
Comerica Bank
39
Comerica Bank
Texas
$1.07M +$691K +54,379 +176%
OWP
40
ORG Wealth Partners
Texas
$1.01M +$932K +73,320 +1,173%
NAS
41
NWF Advisory Services
California
$993K +$471K +37,074 +88%
HKAM
42
Horizon Kinetics Asset Management
New York
$983K +$5.08K +400 +0.5%
AAS
43
Ameritas Advisory Services
Nebraska
$938K -$1.71M -134,814 -64%
CWM
44
Congress Wealth Management
Massachusetts
$931K +$793K +62,440 +535%
SRC
45
Shufro Rose & Co
New York
$912K -$3.81K -300 -0.4%
HAS
46
HBW Advisory Services
California
$906K +$30.2K +2,373 +3%
CFG
47
Cooper Financial Group
California
$874K -$12.5K -987 -1%
SA
48
Sanctuary Advisors
Indiana
$823K +$32K +2,516 +4%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$800K +$103K +8,126 +15%
SFS
50
Sowell Financial Services
Arkansas
$798K -$32.6K -2,569 -4%
1
2
3 4 5

RQI Hedge Fund Activity: Q1 2025 in Review

185 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q1 2025, worth a combined $308M — up 7.5% from $287M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RQI positions and 20 closed out — a net gain of 2 holders — while 71 added to existing stakes and 54 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $11.5M. The largest seller was LPL Financial, cutting an estimated $3.03M.

  • 185 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $308M of Cohen & Steers Quality Income Realty Fund stock for Q1 2025, up 7.5% quarter-over-quarter.
  • 22 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q1 2025 and 20 closed out, a net change of +2 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q1 2025 was Royal Bank of Canada, an estimated $11.5M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q1 2025 was LPL Financial, an estimated $3.03M sold.

Based on aggregated 13F filings for Q1 2025.