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Cohen & Steers Quality Income Realty Fund

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: 185185 (0)

50% less funds holding in top 10

Funds holding in top 10: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
51
Future Financial Wealth Management
Ohio
$798K +$45.6K +3,588 +6%
BCMIO
52
Beacon Capital Management Inc (Ohio)
Ohio
$776K +$788K +62,000 New
AWM
53
Avior Wealth Management
Nebraska
$729K -$77.9K -6,132 -10%
SM
54
Sweeney & Michel
California
$728K +$855K +67,279 New
FAIM
55
Financial Advocates Investment Management
Washington
$703K +$53.7K +4,226 +8%
Stifel Financial
56
Stifel Financial
Missouri
$681K -$570K -44,849 -45%
KPWS
57
Kestra Private Wealth Services
Texas
$669K -$14K -1,101 -2%
AC
58
AlphaCore Capital
California
$669K +$677K +53,282 New
HighTower Advisors
59
HighTower Advisors
Illinois
$656K +$163K +12,820 +33%
SCM
60
Sage Capital Management
New Jersey
$617K +$11.6K +912 +2%
MSWA
61
Marshall & Sterling Wealth Advisors
New York
$609K -$1.13K -89 -0.2%
TCA
62
Transcend Capital Advisors
New Jersey
$599K +$440K +34,641 +266%
CT
63
Caldwell Trust
Florida
$586K -$104K -8,221 -15%
EH
64
Equitable Holdings
New York
$585K -$98.3K -7,733 -14%
JAIC
65
Josh Arnold Investment Consultant
Minnesota
$528K +$12.7K +1,000 +2%
Creative Planning
66
Creative Planning
Kansas
$517K -$4.29K -338 -0.8%
NLP
67
Next Level Private
New York
$455K +$3.77K +297 +0.8%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$446K +$4.37K +344 +1%
BCG
69
Breakwater Capital Group
New Jersey
$445K +$214K +16,852 +91%
DADC
70
D.A. Davidson & Co
Montana
$421K +$1.02K +80 +0.2%
VCWA
71
Vanguard Capital Wealth Advisors
Colorado
$408K +$31.8K +2,500 +8%
MA
72
Mezzasalma Advisors
New Jersey
$397K +$6.47K +509 +2%
SA
73
Strategic Advisors
New York
$394K +$394 +31 +0.1%
TWC
74
TD Waterhouse Canada
Ontario, Canada
$392K +$114K +9,000 +41%
DFG
75
Delta Financial Group
New Jersey
$390K -$11.7K -924 -3%

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.