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Cohen & Steers Quality Income Realty Fund

178 hedge funds and large institutions have $260M invested in Cohen & Steers Quality Income Realty Fund in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

13% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 52

1% more funds holding

Funds holding: 177178 (+1)

0.06% more ownership

Funds ownership: 16.5%16.55% (+0.06%)

3% less capital invested

Capital invested by funds: $267M → $260M (-$7.86M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
178
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
59
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
51
Future Financial Wealth Management
Ohio
$698K +$79.1K +6,961 +13%
CT
52
Caldwell Trust
Florida
$682K -$134K -11,788 -17%
SM
53
Sweeney & Michel
California
$681K -$16.8K -1,479 -2%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$662K -$130K -11,446 -17%
EH
55
Equitable Holdings
New York
$632K -$76.2K -6,710 -11%
HKAM
56
Horizon Kinetics Asset Management
New York
$591K
SCM
57
Sage Capital Management
New Jersey
$559K +$11.5K +1,009 +2%
ASFA
58
All Season Financial Advisors
Colorado
$539K -$33.1K -2,916 -6%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$503K -$42.3K -3,722 -8%
HighTower Advisors
60
HighTower Advisors
Illinois
$495K -$67.7K -5,963 -12%
DFG
61
Delta Financial Group
New Jersey
$480K +$12.9K +1,140 +3%
FSI
62
Flow State Investments
Illinois
$473K +$460K +40,466 New
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$470K -$22.2K -1,959 -5%
AWM
64
Avior Wealth Management
Nebraska
$446K -$559K -49,247 -56%
WAM
65
Wolverine Asset Management
Illinois
$433K +$421K +37,111 New
Comerica Bank
66
Comerica Bank
Texas
$433K -$36.4K -3,207 -8%
RJT
67
Raymond James Trust
Florida
$418K
KAS
68
Kestra Advisory Services
Texas
$413K +$74.8K +6,591 +23%
DADC
69
D.A. Davidson & Co
Montana
$399K -$11K -967 -3%
HH
70
Hilltop Holdings
Texas
$399K -$232K -20,445 -37%
AWS
71
Atria Wealth Solutions
New York
$394K -$96.1K -8,462 -20%
SA
72
Strategic Advisors
New York
$376K +$375 +33 +0.1%
LNWWM
73
Laird Norton Wetherby Wealth Management
California
$362K +$1.95K +172 +0.6%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$359K -$26.5K -2,330 -7%
FAIM
75
Financial Advocates Investment Management
Washington
$342K +$143K +12,634 +76%

RQI Hedge Fund Activity: Q2 2024 in Review

178 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q2 2024, worth a combined $260M — down 2.9% from $267M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RQI positions and 17 closed out — a net gain of 5 holders — while 59 added to existing stakes and 52 trimmed.

The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $4.69M. The largest seller was Morgan Stanley, cutting an estimated $6.32M.

  • 178 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q2 2024, up from 177 in Q1 2024.
  • Funds reported $260M of Cohen & Steers Quality Income Realty Fund stock for Q2 2024, down 2.9% quarter-over-quarter.
  • 22 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q2 2024 and 17 closed out, a net change of +5 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q2 2024 was Relative Value Partners Group, an estimated $4.69M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q2 2024 was Morgan Stanley, an estimated $6.32M sold.

Based on aggregated 13F filings for Q2 2024.