RQI icon

Cohen & Steers Quality Income Realty Fund
RQI

Overview Fund Activity

180 hedge funds and large institutions have $283M invested in Cohen & Steers Quality Income Realty Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
180
Holders Change
+13
Holders Change %
+7.78%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
68
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$23.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$60.1M
3
LPL Financial
3
LPL Financial
California
$11.8M
4
AAS
4
Ameritas Advisory Services
Nebraska
$2.59M
5
IAA
5
Independent Advisor Alliance
North Carolina
$1.74M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$11.1M
2
AAM
2
Advisors Asset Management
Colorado
$3.22M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
OC
5
Oppenheimer & Co
New York
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$665K 54,308 -1,710 -3%
FAIM
52
Financial Advocates Investment Management
Washington
$633K 51,756 +9,400 +22%
MSWA
53
Marshall & Sterling Wealth Advisors
New York
$594K 48,563 +48,563 New
SCM
54
Sage Capital Management
New Jersey
$591K 48,252 -477 -1%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$534K 43,667 -5,150 -11%
NAS
56
NWF Advisory Services
California
$514K 42,014 +42,014 New
Creative Planning
57
Creative Planning
Kansas
$508K 41,519 -84 -0.2%
JAIC
58
Josh Arnold Investment Consultant
Minnesota
$502K 41,050 +4,500 +12%
AWS
59
Atria Wealth Solutions
New York
$489K 39,973 +10,632 +36%
Calamos Advisors
60
Calamos Advisors
Illinois
$487K 39,822 +7,660 +24%
HighTower Advisors
61
HighTower Advisors
Illinois
$482K 39,380 +7 +0%
NLP
62
Next Level Private
New York
$440K 35,941 +247 +0.7%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$430K 35,168 +2,833 +9%
DADC
64
D.A. Davidson & Co
Montana
$409K 33,437 -584 -2%
DFG
65
Delta Financial Group
New Jersey
$391K 31,949 -1,735 -5%
SA
66
Strategic Advisors
New York
$384K 31,341 +29 +0.1%
LNWWM
67
Laird Norton Wetherby Wealth Management
California
$383K 31,254 +151 +0.5%
MA
68
Mezzasalma Advisors
New Jersey
$380K 31,080 +31,080 New
Comerica Bank
69
Comerica Bank
Texas
$378K 30,890 -1,992 -6%
VCWA
70
Vanguard Capital Wealth Advisors
Colorado
$367K 30,000 +6,000 +25%
LCM
71
Landscape Capital Management
New Jersey
$354K 28,888 +28,888 New
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$344K 28,142 +28,142 New
US Bancorp
73
US Bancorp
Minnesota
$343K 28,042 +940 +3%
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$334K 27,266 – –
EAM
75
Everstar Asset Management
North Carolina
$330K 26,925 – –
1 2
3
4 5