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Cohen & Steers Quality Income Realty Fund

119 hedge funds and large institutions have $215M invested in Cohen & Steers Quality Income Realty Fund in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

4% more capital invested

Capital invested by funds: $207M → $215M (+$7.38M)

0.08% less ownership

Funds ownership: 15.67%15.59% (-0.08%)

1% less funds holding

Funds holding: 120119 (-1)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
37
Reduced
26
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Nations Financial Group
Iowa
$260K +$36.7K +2,990 +16%
BlackRock
52
BlackRock
New York
$246K -$206K -16,830 -46%
FAIM
53
Financial Advocates Investment Management
Washington
$225K
SWP
54
Stratos Wealth Partners
Ohio
$225K +$245 +20 +0.1%
SPIA
55
Steward Partners Investment Advisory
New York
$215K +$81.4K +6,634 +61%
PAS
56
Partnervest Advisory Services
California
$207K +$207K +16,865 New
UAS
57
United Asset Strategies
New York
$206K -$15.8K -1,284 -7%
SBIA
58
Sheaff Brock Investment Advisors
Indiana
$206K +$67.4K +5,497 +48%
CI
59
Conning Inc
Connecticut
$201K +$3.89K +317 +2%
MML Investors Services
60
MML Investors Services
Massachusetts
$196K +$196K +15,992 New
TPW
61
Tiller Private Wealth
Pennsylvania
$191K -$1.55M -126,741 -89%
VF
62
Virtu Financial
New York
$171K +$171K +13,942 New
HCA
63
Harbour Capital Advisors
Virginia
$170K
BP
64
BBR Partners
New York
$167K
BTS
65
BB&T Securities
Virginia
$161K -$7.69K -627 -5%
CCP
66
Cardan Capital Partners
Colorado
$160K -$244K -19,898 -60%
Creative Planning
67
Creative Planning
Kansas
$145K +$145K +11,798 New
BRWA
68
B. Riley Wealth Advisors
Florida
$138K -$18.4K -1,496 -12%
DCM
69
Delta Capital Management
New Jersey
$134K
US Bancorp
70
US Bancorp
Minnesota
$134K
PAG
71
Pinnacle Advisory Group
Maryland
$123K
SRC
72
Shufro Rose & Co
New York
$123K +$123K +10,000 New
SB
73
Suntrust Banks
Georgia
$122K -$64.5K -5,259 -34%
IA
74
IFP Advisors
Florida
$111K -$50.6K -4,123 -31%
RWA
75
River Wealth Advisors
Pennsylvania
$88K -$4.66K -380 -5%

RQI Hedge Fund Activity: Q3 2018 in Review

119 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q3 2018, worth a combined $215M — up 3.6% from $207M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RQI and 20 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 37 added.

The largest buyer was Bank of America, adding an estimated $2.42M. The largest seller was Nine Masts Capital, exiting entirely with an estimated $2.77M sold.

  • 119 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q3 2018, down from 120 in Q2 2018.
  • Funds reported $215M of Cohen & Steers Quality Income Realty Fund stock for Q3 2018, up 3.6% quarter-over-quarter.
  • 20 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q3 2018 and 21 closed out, a net change of -1 holder.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q3 2018 was Bank of America, an estimated $2.42M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q3 2018 was Nine Masts Capital, an estimated $2.77M sold.

Based on aggregated 13F filings for Q3 2018.