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Cohen & Steers Quality Income Realty Fund

168 hedge funds and large institutions have $286M invested in Cohen & Steers Quality Income Realty Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 33

0.21% less ownership

Funds ownership: 15.87%15.66% (-0.21%)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

1% less funds holding

Funds holding: 170168 (-2)

20% less capital invested

Capital invested by funds: $356M → $286M (-$70.4M)

Holders
168
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
2.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
61
Reduced
33
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Strategic Advisors
New York
$491K +$793 +54 +0.1%
SIC
52
Salem Investment Counselors
North Carolina
$481K
JAIC
53
Josh Arnold Investment Consultant
Minnesota
$480K +$14.7K +1,000 +3%
AIP
54
Ahrens Investment Partners
Louisiana
$469K +$30.5K +2,079 +6%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$455K -$16.4K -1,120 -3%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$386K -$99.5K -6,779 -19%
LFAS
57
Level Four Advisory Services
Texas
$381K +$6.71K +457 +2%
SPC
58
Sigma Planning Corp
Michigan
$374K +$182K +12,426 +82%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$372K -$116K -7,932 -22%
ASFA
60
All Season Financial Advisors
Colorado
$346K +$374K +25,495 New
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$340K +$9.67K +659 +3%
MC
62
Moors & Cabot
Massachusetts
$335K -$21K -1,430 -5%
WS
63
Wedbush Securities
California
$331K +$22.7K +1,549 +7%
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$330K -$2.69K -183 -0.7%
SCA
65
SMH Capital Advisors
Texas
$322K +$84.1K +5,727 +32%
NA
66
NewEdge Advisors
Louisiana
$318K +$66.1K +4,504 +24%
SGI
67
Summit Global Investments
Utah
$317K
JMPWA
68
JP Morgan Private Wealth Advisors
California
$315K +$130K +8,834 +62%
VVP
69
Venture Visionary Partners
Ohio
$312K
MGAM
70
McGowan Group Asset Management
Texas
$310K +$19.2K +1,305 +6%
LF
71
Lee Financial
Texas
$306K
KIM
72
Karpus Investment Management
New York
$298K
WCM
73
WealthBridge Capital Management
Ohio
$289K -$27.6K -1,879 -8%
FAIM
74
Financial Advocates Investment Management
Washington
$288K -$144K -9,791 -32%
SWP
75
Stratos Wealth Partners
Ohio
$284K +$73 +5 +0%

RQI Hedge Fund Activity: Q2 2022 in Review

168 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q2 2022, worth a combined $286M — down 20% from $356M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RQI and 19 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 61 added.

The largest buyer was Ameriprise, adding an estimated $1.62M. The largest seller was Bank of America, cutting an estimated $4.45M.

  • 168 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q2 2022, down from 170 in Q1 2022.
  • Funds reported $286M of Cohen & Steers Quality Income Realty Fund stock for Q2 2022, down 20% quarter-over-quarter.
  • 19 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q2 2022 and 21 closed out, a net change of -2 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q2 2022 was Ameriprise, an estimated $1.62M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q2 2022 was Bank of America, an estimated $4.45M sold.

Based on aggregated 13F filings for Q2 2022.