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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 %
KFGK
126
Keystone Financial Group (Kentucky)
Kentucky
$133K -$33.1K -2,636 -20%
AF
127
Allworth Financial
California
$131K +$13.9K +1,165 +12%
PWP
128
Principle Wealth Partners
Connecticut
$130K – – –
MAG
129
MRA Advisory Group
New Jersey
$129K +$578 +46 +0.5%
1W
130
1776 Wealth
Georgia
$126K – – –
GWM
131
Geneos Wealth Management
Colorado
$121K +$92.3K +7,345 +323%
NA
132
NewEdge Advisors
Louisiana
$97.8K +$440 +35 +0.5%
LFG
133
Larson Financial Group
Missouri
$94.7K -$52.6K -4,184 -36%
PTC
134
Private Trust Company
Ohio
$80.7K – – –
CA
135
CoreCap Advisors
Michigan
$75K +$1.01K +80 +1%
CT
136
Colonial Trust
South Carolina
$74.9K – – –
MCM
137
MAI Capital Management
Ohio
$74.6K -$5.46K -435 -7%
TSMHT
138
Thurston Springer Miller Herd & Titak
Indiana
$72.9K -$10.6K -842 -13%
HI
139
Harbour Investments
Wisconsin
$69.3K -$8.8K -701 -11%
FFA
140
Farther Finance Advisors
California
$66.3K +$47.1K +3,732 +246%
BBHC
141
Brown Brothers Harriman & Co
New York
$65.6K – – –
RWM
142
Rialto Wealth Management
New York
$64.2K – – –
EWA
143
EverSource Wealth Advisors
Alabama
$62.8K -$5.39K -429 -8%
GSWM
144
Golden State Wealth Management
California
$62.8K – – –
HCM
145
Hollencrest Capital Management
California
$62.1K +$1.14K +91 +2%
BCWM
146
Bartlett & Co Wealth Management
Ohio
$56.3K – – –
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$43.3K -$505K -40,217 -92%
NB
148
NBT Bank
New York
$43.1K +$1.26K +100 +3%
PS
149
Principal Securities
Iowa
$35K – – –
BAM
150
Bellevue Asset Management
Washington
$26.5K -$3.61K -287 -12%
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6
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