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Cohen & Steers Quality Income Realty Fund

129 hedge funds and large institutions have $192M invested in Cohen & Steers Quality Income Realty Fund in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

8% more funds holding

Funds holding: 119129 (+10)

1.41% more ownership

Funds ownership: 15.59%17.01% (+1.4%)

11% less capital invested

Capital invested by funds: $215M → $192M (-$22.7M)

Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
36
Reduced
32
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$31.4M +$1.8M +157,569 +5%
Morgan Stanley
2
Morgan Stanley
New York
$30.3M -$2.05M -179,938 -6%
UBS Group
3
UBS Group
Switzerland
$21.9M -$3.45M -301,833 -13%
Wells Fargo
4
Wells Fargo
California
$14.9M -$1.11M -97,355 -6%
RJA
5
Raymond James & Associates
Florida
$12.2M +$1.15M +100,888 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.2M +$231K +20,247 +2%
VIA
7
Vident Investment Advisory
Georgia
$7.19M -$110K -9,594 -1%
WAM
8
Wolverine Asset Management
Illinois
$5.17M +$5.7M +499,056 New
Ameriprise
9
Ameriprise
Minnesota
$4.05M +$879K +76,972 +24%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$4.03M -$599K -52,442 -12%
HI
11
HBK Investments
Texas
$3.58M +$3.94M +345,271 New
AAM
12
Advisors Asset Management
Colorado
$3.33M -$692K -60,626 -16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.93M +$1.02M +89,509 +46%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.81M +$879K +76,972 +40%
BC
15
Burney Company
Virginia
$1.79M -$24.7K -2,168 -1%
SIG
16
Sargent Investment Group
Maryland
$1.76M +$1.94M +170,131 New
GC
17
Guggenheim Capital
Illinois
$1.39M +$374K +32,797 +32%
CA
18
Cornerstone Advisors
North Carolina
$1.31M +$1.45M +126,800 New
WAM
19
Weiss Asset Management
Massachusetts
$1.29M +$1.42M +124,735 New
HighTower Advisors
20
HighTower Advisors
Illinois
$1.29M +$93.9K +8,231 +7%
LPL Financial
21
LPL Financial
California
$1.26M +$951K +83,343 +215%
CTC
22
Central Trust Company
Missouri
$1.19M +$738K +64,667 +130%
ACM
23
Arlington Capital Management
Illinois
$1.16M -$681K -59,628 -35%
MA
24
Mutual Advisors
Nebraska
$1.14M -$40.1K -3,511 -3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.08M -$122K -10,722 -9%

RQI Hedge Fund Activity: Q4 2018 in Review

129 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q4 2018, worth a combined $192M — down 11% from $215M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new RQI positions and 21 closed out — a net gain of 12 holders — while 36 added to existing stakes and 32 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $5.7M. The largest seller was UBS Group, cutting an estimated $3.45M.

  • 129 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q4 2018, up from 119 in Q3 2018.
  • Funds reported $192M of Cohen & Steers Quality Income Realty Fund stock for Q4 2018, down 11% quarter-over-quarter.
  • 33 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q4 2018 and 21 closed out, a net change of +12 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q4 2018 was Wolverine Asset Management, an estimated $5.7M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q4 2018 was UBS Group, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2018.