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Cohen & Steers Quality Income Realty Fund

155 hedge funds and large institutions have $314M invested in Cohen & Steers Quality Income Realty Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

7% more capital invested

Capital invested by funds: $292M → $314M (+$21.3M)

0.79% less ownership

Funds ownership: 17.57%16.78% (-0.79%)

5% less funds holding

Funds holding: 163155 (-8)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
155
Holders Change
-8
Holders Change %
-4.91%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
52
Reduced
46
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$53.9M -$5.08M -393,400 -9%
Bank of America
2
Bank of America
North Carolina
$42.7M -$1.79M -138,601 -4%
KIM
3
Karpus Investment Management
New York
$22.4M -$7.26M -562,665 -26%
RJA
4
Raymond James & Associates
Florida
$19.9M +$728K +56,354 +4%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.6M -$1.29M -99,765 -7%
SIA
6
Sit Investment Associates
Minnesota
$15.3M
Wells Fargo
7
Wells Fargo
California
$14.7M +$717K +55,565 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.2M -$239K -18,504 -2%
Ameriprise
9
Ameriprise
Minnesota
$11.1M +$1.18M +91,576 +13%
PCM
10
Penserra Capital Management
California
$6.41M +$5.95M +460,694 New
UBS Group
11
UBS Group
Switzerland
$6.22M +$147K +11,405 +3%
LPL Financial
12
LPL Financial
California
$5.76M +$476K +36,858 +10%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$4.47M -$1.03M -79,599 -20%
LSPW
14
Lake Street Private Wealth
Illinois
$4.14M -$53.6K -4,155 -1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.14M +$379K +29,317 +11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.87M +$25.4K +1,969 +0.7%
SIG
17
Sargent Investment Group
Maryland
$3.23M -$38.7K -3,000 -1%
SPIA
18
Steward Partners Investment Advisory
New York
$2.87M +$635K +49,173 +31%
MMA
19
Miracle Mile Advisors
California
$2.7M +$110K +8,533 +5%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$2.67M +$2.41M +186,795 New
AAM
21
Advisors Asset Management
Colorado
$2.66M -$594K -46,024 -19%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.56M -$4.67K -362 -0.2%
CFA
23
Carroll Financial Associates
North Carolina
$2.21M -$571K -44,251 -22%
MA
24
Mutual Advisors
Nebraska
$2.15M -$13.3K -1,029 -0.7%
FA
25
FMA Advisory
Pennsylvania
$2.11M -$43.4K -3,364 -2%

RQI Hedge Fund Activity: Q1 2021 in Review

155 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q1 2021, worth a combined $314M — up 7.3% from $292M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RQI and 16 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 52 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $5.95M. The largest seller was Karpus Investment Management, cutting an estimated $7.26M.

  • 155 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q1 2021, down from 163 in Q4 2020.
  • Funds reported $314M of Cohen & Steers Quality Income Realty Fund stock for Q1 2021, up 7.3% quarter-over-quarter.
  • 16 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q1 2021 and 23 closed out, a net change of -7 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q1 2021 was Penserra Capital Management, an estimated $5.95M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q1 2021 was Karpus Investment Management, an estimated $7.26M sold.

Based on aggregated 13F filings for Q1 2021.