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Cohen & Steers Quality Income Realty Fund

153 hedge funds and large institutions have $273M invested in Cohen & Steers Quality Income Realty Fund in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

3% more funds holding

Funds holding: 148153 (+5)

8% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 48

0.68% less ownership

Funds ownership: 19.02%18.34% (-0.68%)

2% less capital invested

Capital invested by funds: $279M → $273M (-$5.74M)

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
52
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.9M -$1.19M -107,736 -2%
Bank of America
2
Bank of America
North Carolina
$36.4M -$4.48M -403,998 -11%
KIM
3
Karpus Investment Management
New York
$26.6M -$3.84M -346,454 -13%
RJA
4
Raymond James & Associates
Florida
$15.7M +$3.56M +321,131 +29%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15.3M +$107K +9,639 +0.7%
Wells Fargo
6
Wells Fargo
California
$12.4M +$1.1M +99,254 +10%
SIA
7
Sit Investment Associates
Minnesota
$12.1M +$767K +69,273 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.66M +$1.45M +130,668 +18%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$8.04M
Ameriprise
10
Ameriprise
Minnesota
$6.8M +$3.55M +320,429 +109%
UBS Group
11
UBS Group
Switzerland
$5.6M -$356K -32,130 -6%
YCM
12
Yakira Capital Management
Connecticut
$4.34M -$610K -55,107 -12%
LSPW
13
Lake Street Private Wealth
Illinois
$3.24M -$119K -10,775 -4%
LPL Financial
14
LPL Financial
California
$3.17M +$52.1K +4,703 +2%
ICM
15
Ionic Capital Management
New York
$3.06M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.89M +$67.2K +6,064 +2%
AAM
17
Advisors Asset Management
Colorado
$2.72M -$895K -80,834 -25%
SIG
18
Sargent Investment Group
Maryland
$2.68M -$49.8K -4,500 -2%
COLIM
19
City of London Investment Management
United Kingdom
$2.66M -$6.2M -559,353 -70%
MMA
20
Miracle Mile Advisors
California
$2.58M +$579K +52,305 +29%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.35M -$1.45M -130,453 -38%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.95M +$192K +17,368 +11%
MA
23
Mutual Advisors
Nebraska
$1.78M +$143K +12,916 +9%
FAIM
24
Financial Advocates Investment Management
Washington
$1.7M -$1.69M -152,187 -50%
FA
25
FMA Advisory
Pennsylvania
$1.67M +$98.5K +8,894 +6%

RQI Hedge Fund Activity: Q3 2020 in Review

153 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q3 2020, worth a combined $273M — down 2.1% from $279M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RQI positions and 17 closed out — a net gain of 6 holders — while 52 added to existing stakes and 48 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $3.56M. The largest seller was City of London Investment Management, cutting an estimated $6.2M.

  • 153 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q3 2020, up from 148 in Q2 2020.
  • Funds reported $273M of Cohen & Steers Quality Income Realty Fund stock for Q3 2020, down 2.1% quarter-over-quarter.
  • 23 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q3 2020 and 17 closed out, a net change of +6 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q3 2020 was Raymond James & Associates, an estimated $3.56M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q3 2020 was City of London Investment Management, an estimated $6.2M sold.

Based on aggregated 13F filings for Q3 2020.