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Cohen & Steers Quality Income Realty Fund

121 hedge funds and large institutions have $262M invested in Cohen & Steers Quality Income Realty Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

21% more capital invested

Capital invested by funds: $217M → $262M (+$44.8M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 119121 (+2)

0.62% more ownership

Funds ownership: 14.53%15.14% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
39
Reduced
30
Closed
17
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
$57.8M +$5.44M +370,071 +11%
Morgan Stanley
2
Morgan Stanley
New York
$45.2M -$216K -14,693 -0.5%
Wells Fargo
3
Wells Fargo
California
$27.1M +$2.07M +141,069 +9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19M +$1.2M +81,762 +7%
RJA
5
Raymond James & Associates
Florida
$16.9M +$967K +65,803 +7%
UBS Group
6
UBS Group
Switzerland
$7.03M -$745K -50,716 -10%
AAM
7
Advisors Asset Management
Colorado
$5.96M -$156K -10,585 -3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.12M -$108K -7,357 -2%
CTC
9
Central Trust Company
Missouri
$4.98M +$1.03M +69,957 +29%
AWM
10
AE Wealth Management
Kansas
$4.58M +$60.6K +4,124 +1%
SIG
11
Sargent Investment Group
Maryland
$3.31M +$325K +22,100 +12%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$3.13M +$339K +23,078 +13%
LSPW
13
Lake Street Private Wealth
Illinois
$3.08M -$44.1K -3,000 -2%
Ameriprise
14
Ameriprise
Minnesota
$2.81M -$1.8M -122,529 -41%
IWA
15
IBEX Wealth Advisors
New Jersey
$2.73M +$41.6K +2,830 +2%
BC
16
Burney Company
Virginia
$2.49M -$240K -16,337 -9%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.39M +$629K +42,793 +40%
HKAM
18
Horizon Kinetics Asset Management
New York
$2.23M +$222K +15,083 +12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.16M +$292K +19,879 +17%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.06M +$16.3K +1,108 +0.9%
GC
21
Guggenheim Capital
Illinois
$2.06M -$160K -10,904 -8%
AG
22
Advisor Group
Arizona
$2.01M -$181K -12,354 -9%
QCIG
23
Quad-Cities Investment Group
Iowa
$1.99M +$120K +8,177 +7%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.79M -$45.6K -3,104 -3%
MA
25
Mutual Advisors
Nebraska
$1.74M -$29.1K -1,980 -2%

RQI Hedge Fund Activity: Q3 2019 in Review

121 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q3 2019, worth a combined $262M — up 21% from $217M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RQI positions and 17 closed out — a net gain of 2 holders — while 39 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $5.44M. The largest seller was Ameriprise, cutting an estimated $1.8M.

  • 121 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q3 2019, up from 119 in Q2 2019.
  • Funds reported $262M of Cohen & Steers Quality Income Realty Fund stock for Q3 2019, up 21% quarter-over-quarter.
  • 19 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q3 2019 and 17 closed out, a net change of +2 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q3 2019 was Bank of America, an estimated $5.44M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q3 2019 was Ameriprise, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2019.