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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 %
VVP
101
Venture Visionary Partners
Ohio
$178K 14,518 – –
HWM
102
HB Wealth Management
Georgia
$176K 14,461 – –
CL
103
Choreo LLC
Illinois
$174K 14,240 +14,240 New
BC
104
Burney Company
Virginia
$172K 14,054 -4,457 -24%
VIPI
105
Vista Investment Partners II
Indiana
$169K 13,816 +13,816 New
KFGK
106
Keystone Financial Group (Kentucky)
Kentucky
$162K 13,220 +2 +0%
TCA
107
Transcend Capital Advisors
New Jersey
$159K 13,024 -3,170 -20%
IA
108
IFP Advisors
Florida
$155K 12,683 -2,125 -14%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$152K 12,431 +38 +0.3%
AAS
110
Avantax Advisory Services
Texas
$152K 12,388 +855 +7%
RCA
111
Ranch Capital Advisors
Florida
$146K 11,900 +39 +0.3%
SG
112
StoneX Group
New York
$145K 11,847 +11,847 New
LFG
113
Larson Financial Group
Missouri
$143K 11,720 – –
AW
114
Alteri Wealth
California
$143K 11,705 +11,705 New
CWM
115
Congress Wealth Management
Massachusetts
$143K 11,676 -10,062 -46%
CAM
116
Carret Asset Management
New York
$141K 11,504 -1,685 -13%
CW
117
Channel Wealth
California
$139K 11,363 – –
IWC
118
Integrated Wealth Concepts
Massachusetts
$139K 11,328 – –
SCA
119
Snowden Capital Advisors
New York
$134K 10,977 +278 +3%
IRC
120
Investors Research Corp
Georgia
$134K 10,915 -332 -3%
MML Investors Services
121
MML Investors Services
Massachusetts
$129K 10,511 +331 +3%
CCWM
122
Cassaday & Co Wealth Management
Virginia
$128K 10,473 +10,473 New
PWP
123
Principle Wealth Partners
Connecticut
$127K 10,373 – –
AF
124
Allworth Financial
California
$126K 9,829 -1,865 -16%
MAG
125
MRA Advisory Group
New Jersey
$125K 10,186 +38 +0.4%
3 4
5
6 7