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Cohen & Steers Quality Income Realty Fund

148 hedge funds and large institutions have $279M invested in Cohen & Steers Quality Income Realty Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $259M → $279M (+$19.9M)

2.32% less ownership

Funds ownership: 21.35%19.02% (-2.3%)

9% less funds holding

Funds holding: 162148 (-14)

10% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 49

48% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 27

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
148
Holders Change
-14
Holders Change %
-8.64%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
44
Reduced
49
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49.3M +$7.97M +788,870 +21%
Bank of America
2
Bank of America
North Carolina
$40.2M +$1.76M +173,932 +5%
KIM
3
Karpus Investment Management
New York
$30M -$1.15M -113,622 -4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15M +$828K +81,959 +6%
RJA
5
Raymond James & Associates
Florida
$11.9M -$571K -56,559 -5%
SIA
6
Sit Investment Associates
Minnesota
$11.1M -$1.49M -147,474 -13%
Wells Fargo
7
Wells Fargo
California
$11.1M -$4.7M -465,186 -31%
COLIM
8
City of London Investment Management
United Kingdom
$8.73M -$4.75M -470,765 -37%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.08M +$1.49M +147,655 +25%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$7.75M +$3.88M +384,300 +115%
UBS Group
11
UBS Group
Switzerland
$5.86M -$257K -25,487 -5%
YCM
12
Yakira Capital Management
Connecticut
$4.87M -$2.6M -257,894 -37%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.74M +$110K +10,909 +3%
AAM
14
Advisors Asset Management
Colorado
$3.56M +$395K +39,109 +14%
FAIM
15
Financial Advocates Investment Management
Washington
$3.33M +$2.86M +283,298 +1,297%
LSPW
16
Lake Street Private Wealth
Illinois
$3.3M -$550K -54,425 -15%
Ameriprise
17
Ameriprise
Minnesota
$3.23M -$806K -79,793 -21%
LPL Financial
18
LPL Financial
California
$3.07M +$363K +35,917 +15%
ICM
19
Ionic Capital Management
New York
$3.01M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.77M +$1.24M +122,621 +93%
SIG
21
Sargent Investment Group
Maryland
$2.73M -$23.7K -2,350 -0.9%
MMA
22
Miracle Mile Advisors
California
$1.97M -$190K -18,784 -9%
BC
23
Burney Company
Virginia
$1.88M +$21K +2,079 +1%
CT
24
Caldwell Trust
Florida
$1.78M -$77.3K -7,658 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.73M -$737K -73,002 -32%

RQI Hedge Fund Activity: Q2 2020 in Review

148 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q2 2020, worth a combined $279M — up 7.7% from $259M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RQI and 14 opened new positions — a net loss of 13 holders — while 49 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $7.97M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $12.2M sold.

  • 148 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q2 2020, down from 162 in Q1 2020.
  • Funds reported $279M of Cohen & Steers Quality Income Realty Fund stock for Q2 2020, up 7.7% quarter-over-quarter.
  • 14 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q2 2020 and 27 closed out, a net change of -13 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q2 2020 was Morgan Stanley, an estimated $7.97M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q2 2020 was Rivernorth Capital Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2020.