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Cohen & Steers Quality Income Realty Fund

128 hedge funds and large institutions have $208M invested in Cohen & Steers Quality Income Realty Fund in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

8% more capital invested

Capital invested by funds: $192M → $208M (+$16.2M)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

1% less funds holding

Funds holding: 129128 (-1)

2.12% less ownership

Funds ownership: 17.01%14.89% (-2.1%)

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
43
Reduced
28
Closed
22
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
$41.7M +$2.67M +223,066 +7%
Morgan Stanley
2
Morgan Stanley
New York
$39.2M +$1.67M +139,615 +5%
Wells Fargo
3
Wells Fargo
California
$20.4M +$1.87M +156,002 +11%
RJA
4
Raymond James & Associates
Florida
$16.2M +$1.08M +90,667 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14.3M +$426K +35,583 +3%
UBS Group
6
UBS Group
Switzerland
$6.97M -$18.7M -1,564,712 -74%
Ameriprise
7
Ameriprise
Minnesota
$4.1M -$859K -71,853 -18%
AAM
8
Advisors Asset Management
Colorado
$3.67M -$416K -34,769 -11%
HIM
9
Hanlon Investment Management
New Jersey
$2.87M +$2.68M +224,178 New
HI
10
HBK Investments
Texas
$2.63M -$1.67M -139,443 -40%
LSPW
11
Lake Street Private Wealth
Illinois
$2.6M +$2.43M +203,100 New
CTC
12
Central Trust Company
Missouri
$2.31M +$790K +66,040 +58%
SIG
13
Sargent Investment Group
Maryland
$2.27M +$83.7K +7,000 +4%
BC
14
Burney Company
Virginia
$2.19M -$21.1K -1,766 -1%
GC
15
Guggenheim Capital
Illinois
$2.09M +$357K +29,834 +22%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.05M +$669K +55,909 +53%
Millennium Management
17
Millennium Management
New York
$2M +$1.86M +155,846 New
IWA
18
IBEX Wealth Advisors
New Jersey
$1.96M +$1.83M +153,116 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.91M -$1.6M -134,089 -47%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.66M -$1.7M -142,109 -52%
HKAM
21
Horizon Kinetics Asset Management
New York
$1.63M +$1.53M +127,507 New
HighTower Advisors
22
HighTower Advisors
Illinois
$1.61M +$16.4K +1,373 +1%
MA
23
Mutual Advisors
Nebraska
$1.42M +$11K +917 +0.8%
QCIG
24
Quad-Cities Investment Group
Iowa
$1.37M +$137K +11,441 +12%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.32M +$47.7K +3,984 +4%

RQI Hedge Fund Activity: Q1 2019 in Review

128 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q1 2019, worth a combined $208M — up 8.5% from $192M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RQI positions and 22 closed out — a net gain of 1 holder — while 43 added to existing stakes and 28 trimmed.

The largest buyer was Bank of America, adding an estimated $2.67M. The largest seller was UBS Group, cutting an estimated $18.7M.

  • 128 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q1 2019, down from 129 in Q4 2018.
  • Funds reported $208M of Cohen & Steers Quality Income Realty Fund stock for Q1 2019, up 8.5% quarter-over-quarter.
  • 23 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q1 2019 and 22 closed out, a net change of +1 holder.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q1 2019 was Bank of America, an estimated $2.67M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q1 2019 was UBS Group, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2019.