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Cohen & Steers Quality Income Realty Fund

143 hedge funds and large institutions have $250M invested in Cohen & Steers Quality Income Realty Fund in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 10

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

18% more funds holding

Funds holding: 121143 (+22)

0.25% more ownership

Funds ownership: 15.14%15.39% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $262M → $250M (-$11.7M)

Holders
143
Holders Change
+22
Holders Change %
+18.18%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
38
Reduced
32
Closed
10
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
$49.6M -$4.74M -316,384 -9%
Morgan Stanley
2
Morgan Stanley
New York
$42.1M -$417K -27,798 -1%
Wells Fargo
3
Wells Fargo
California
$25.3M -$140K -9,327 -0.5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.9M +$1.09M +72,659 +6%
RJA
5
Raymond James & Associates
Florida
$15.7M -$177K -11,832 -1%
UBS Group
6
UBS Group
Switzerland
$6.54M -$56.1K -3,738 -0.8%
CTC
7
Central Trust Company
Missouri
$4.74M +$62.2K +4,147 +1%
AWM
8
AE Wealth Management
Kansas
$4.23M -$68.8K -4,587 -2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.13M -$686K -45,753 -14%
AAM
10
Advisors Asset Management
Colorado
$4.08M -$1.52M -101,531 -27%
SIG
11
Sargent Investment Group
Maryland
$3.38M +$275K +18,357 +9%
LPL Financial
12
LPL Financial
California
$3.26M +$2.3M +153,270 +232%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.12M +$181K +12,084 +6%
Ameriprise
14
Ameriprise
Minnesota
$2.96M +$322K +21,460 +12%
LSPW
15
Lake Street Private Wealth
Illinois
$2.91M +$19.5K +1,300 +0.7%
IWA
16
IBEX Wealth Advisors
New Jersey
$2.62M +$58.6K +3,909 +2%
SPIA
17
Steward Partners Investment Advisory
New York
$2.54M +$935K +62,354 +57%
BC
18
Burney Company
Virginia
$2.48M +$145K +9,697 +6%
CT
19
Caldwell Trust
Florida
$2.35M +$2.37M +158,183 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.11M +$80.5K +5,371 +4%
HKAM
21
Horizon Kinetics Asset Management
New York
$2.1M +$1.26K +84 +0.1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2M +$67.1K +4,472 +3%
QCIG
23
Quad-Cities Investment Group
Iowa
$1.88M +$16.5K +1,102 +0.9%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.84M +$167K +11,116 +10%
MMA
25
Miracle Mile Advisors
California
$1.77M +$346K +23,082 +24%

RQI Hedge Fund Activity: Q4 2019 in Review

143 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q4 2019, worth a combined $250M — down 4.5% from $262M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RQI positions and 10 closed out — a net gain of 26 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.3M. The largest seller was Bank of America, cutting an estimated $4.74M.

  • 143 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q4 2019, up from 121 in Q3 2019.
  • Funds reported $250M of Cohen & Steers Quality Income Realty Fund stock for Q4 2019, down 4.5% quarter-over-quarter.
  • 36 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q4 2019 and 10 closed out, a net change of +26 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q4 2019 was LPL Financial, an estimated $2.3M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q4 2019 was Bank of America, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2019.