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Cohen & Steers Quality Income Realty Fund
RQI

Overview Fund Activity

178 hedge funds and large institutions have $303M invested in Cohen & Steers Quality Income Realty Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
69
Reduced
53
Closed
19
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.4M
2
MHFA
Mission Hills Financial Advisory
California
+$1.94M
3
FWM
Fortress Wealth Management
California
+$1.91M
4
SFS
Shaker Financial Services
Virginia
+$1.35M
5
Wells Fargo
Wells Fargo
California
+$1.32M

Top Sellers

1
LPL Financial
LPL Financial
California
-$3M
2
KIM
Karpus Investment Management
New York
-$2.96M
3
IAA
Independent Advisor Alliance
North Carolina
-$1.74M
4
AAS
Ameritas Advisory Services
Nebraska
-$1.65M
5
Bank of America
Bank of America
North Carolina
-$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$729K -$77K -6,132 -10%
SM
52
Sweeney & Michel
California
$728K +$728K +67,279 New
FAIM
53
Financial Advocates Investment Management
Washington
$703K +$53.1K +4,226 +8%
Stifel Financial
54
Stifel Financial
Missouri
$681K -$563K -44,849 -45%
KPWS
55
Kestra Private Wealth Services
Texas
$669K -$13.8K -1,101 -2%
AC
56
AlphaCore Capital
California
$669K +$669K +53,282 New
HighTower Advisors
57
HighTower Advisors
Illinois
$656K +$161K +12,820 +33%
SCM
58
Sage Capital Management
New Jersey
$617K +$11.5K +912 +2%
MSWA
59
Marshall & Sterling Wealth Advisors
New York
$609K -$1.12K -89 -0.2%
TCA
60
Transcend Capital Advisors
New Jersey
$599K +$435K +34,641 +266%
EH
61
Equitable Holdings
New York
$585K -$97.1K -7,733 -14%
JAIC
62
Josh Arnold Investment Consultant
Minnesota
$528K +$12.6K +1,000 +2%
Creative Planning
63
Creative Planning
Kansas
$517K -$4.25K -338 -0.8%
NLP
64
Next Level Private
New York
$455K +$3.73K +297 +0.8%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$446K +$4.32K +344 +1%
BCG
66
Breakwater Capital Group
New Jersey
$445K +$212K +16,852 +91%
DADC
67
D.A. Davidson & Co
Montana
$421K +$1.01K +80 +0.2%
VCWA
68
Vanguard Capital Wealth Advisors
Colorado
$408K +$31.4K +2,500 +8%
MA
69
Mezzasalma Advisors
New Jersey
$397K +$6.39K +509 +2%
SA
70
Strategic Advisors
New York
$394K +$389 +31 +0.1%
TWC
71
TD Waterhouse Canada
Ontario, Canada
$392K +$114K +9,000 +41%
DFG
72
Delta Financial Group
New Jersey
$390K -$11.6K -924 -3%
WAM
73
Wolverine Asset Management
Illinois
$389K +$389K +30,995 New
Calamos Advisors
74
Calamos Advisors
Illinois
$360K -$140K -11,185 -28%
Kovitz Investment Group Partners
75
Kovitz Investment Group Partners
Illinois
$342K – – –
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