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Cohen & Steers Quality Income Realty Fund

120 hedge funds and large institutions have $207M invested in Cohen & Steers Quality Income Realty Fund in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

14% more funds holding

Funds holding: 105120 (+15)

2% more capital invested

Capital invested by funds: $204M → $207M (+$3.24M)

0.12% less ownership

Funds ownership: 15.79%15.67% (-0.12%)

14% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 37

Holders
120
Holders Change
+15
Holders Change %
+14.29%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
32
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.1M -$1.91M -163,572 -5%
Bank of America
2
Bank of America
North Carolina
$32.2M +$303K +26,035 +1%
UBS Group
3
UBS Group
Switzerland
$27.9M -$21.5K -1,846 -0.1%
Wells Fargo
4
Wells Fargo
California
$21M -$4.16M -357,151 -17%
RJA
5
Raymond James & Associates
Florida
$12.1M -$168K -14,415 -1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.9M +$560K +48,040 +5%
VIA
7
Vident Investment Advisory
Georgia
$8.14M +$225K +19,266 +3%
AAM
8
Advisors Asset Management
Colorado
$5.11M -$1.63M -140,052 -25%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$4.56M -$128K -10,976 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$3.83M +$2.31M +198,447 +165%
Ameriprise
11
Ameriprise
Minnesota
$3.63M +$4.17K +358 +0.1%
NMC
12
Nine Masts Capital
Hong Kong
$2.77M +$2.69M +230,800 New
BC
13
Burney Company
Virginia
$2.34M -$45.8K -3,932 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.12M -$70.3K -6,032 -3%
CWM
15
Cornerstone Wealth Management
Missouri
$1.87M +$262K +22,513 New
TPW
16
Tiller Private Wealth
Pennsylvania
$1.71M -$149K -12,775 -8%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.46M +$101K +8,665 +8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.43M +$16.9K +1,449 +1%
MA
19
Mutual Advisors
Nebraska
$1.28M +$144K +12,386 +13%
DA
20
Doliver Advisors
Texas
$1.26M +$1.22M +104,922 New
RA
21
RMR Advisors
Massachusetts
$1.21M
LF
22
Lee Financial
Texas
$1.1M -$195K -16,698 -15%
FA
23
FMA Advisory
Pennsylvania
$977K +$6.98K +599 +0.7%
GC
24
Guggenheim Capital
Illinois
$933K +$345K +29,642 +62%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$923K +$26K +2,231 +3%

RQI Hedge Fund Activity: Q2 2018 in Review

120 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q2 2018, worth a combined $207M — up 1.6% from $204M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RQI positions and 4 closed out — a net gain of 18 holders — while 32 added to existing stakes and 37 trimmed.

The largest buyer was Nine Masts Capital, opening a new position worth an estimated $2.69M. The largest seller was Wells Fargo, cutting an estimated $4.16M.

  • 120 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q2 2018, up from 105 in Q1 2018.
  • Funds reported $207M of Cohen & Steers Quality Income Realty Fund stock for Q2 2018, up 1.6% quarter-over-quarter.
  • 22 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q2 2018 and 4 closed out, a net change of +18 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q2 2018 was Nine Masts Capital, an estimated $2.69M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q2 2018 was Wells Fargo, an estimated $4.16M sold.

Based on aggregated 13F filings for Q2 2018.