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Cohen & Steers Quality Income Realty Fund
RQI

Overview Fund Activity

188 hedge funds and large institutions have $297M invested in Cohen & Steers Quality Income Realty Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
64
Reduced
61
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
$4.34M
2
Morgan Stanley
Morgan Stanley
New York
$63.5M
3
MHFA
Mission Hills Financial Advisory
California
$9.96M
4
RAM
Readystate Asset Management
Illinois
$1.4M
5
Raymond James Financial
Raymond James Financial
Florida
$25.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.53M
2
UBS Group
UBS Group
Switzerland
$7.98M
3
AAM
Advisors Asset Management
Colorado
$1.23M
4
AAS
Ameritas Advisory Services
Nebraska
$275K
5
CWP
Cyndeo Wealth Partners
Florida
$4.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$821K +$28.2K +2,264 +4%
SM
52
Sweeney & Michel
California
$815K -$18.8K -1,517 -2%
FFWM
53
Future Financial Wealth Management
Ohio
$810K +$19.8K +1,588 +3%
GLA
54
Good Life Advisors
Pennsylvania
$762K +$490K +39,384 +180%
AC
55
AlphaCore Capital
California
$727K +$64.1K +5,145 +10%
AWM
56
Avior Wealth Management
Nebraska
$688K -$34.6K -2,777 -5%
KPWS
57
Kestra Private Wealth Services
Texas
$642K -$21.9K -1,761 -3%
SCM
58
Sage Capital Management
New Jersey
$624K +$12K +967 +2%
EH
59
Equitable Holdings
New York
$572K -$7.63K -613 -1%
BCG
60
Breakwater Capital Group
New Jersey
$562K +$121K +9,694 +27%
MSWA
61
Marshall & Sterling Wealth Advisors
New York
$558K -$45.4K -3,646 -8%
JAIC
62
Josh Arnold Investment Consultant
Minnesota
$524K – – –
Creative Planning
63
Creative Planning
Kansas
$485K -$27.8K -2,235 -5%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$471K +$28.7K +2,302 +6%
NFSG
65
Newbridge Financial Services Group
Florida
$469K +$469K +37,651 New
NLP
66
Next Level Private
New York
$456K +$4.84K +389 +1%
DADC
67
D.A. Davidson & Co
Montana
$442K +$25K +2,011 +6%
Comerica Bank
68
Comerica Bank
Texas
$402K -$660K -53,020 -62%
MA
69
Mezzasalma Advisors
New Jersey
$400K +$6.81K +547 +2%
Invesco
70
Invesco
Georgia
$396K +$396K +31,800 New
LNWWM
71
Laird Norton Wetherby Wealth Management
California
$393K +$393K +31,563 New
SA
72
Strategic Advisors
New York
$391K +$411 +33 +0.1%
MML Investors Services
73
MML Investors Services
Massachusetts
$343K +$208K +16,733 +154%
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$339K – – –
TWC
75
TD Waterhouse Canada
Ontario, Canada
$338K -$50.1K -4,000 -13%
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