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Cohen & Steers Quality Income Realty Fund

164 hedge funds and large institutions have $306M invested in Cohen & Steers Quality Income Realty Fund in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

62% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 37

8% more funds holding

Funds holding: 152164 (+12)

0.01% less ownership

Funds ownership: 15.32%15.31% (-0.01%)

5% less capital invested

Capital invested by funds: $323M → $306M (-$16.7M)

Holders
164
Holders Change
+12
Holders Change %
+7.89%
% of All Funds
2.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
60
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$65.4M +$3.78M +236,945 +6%
Bank of America
2
Bank of America
North Carolina
$47.4M +$874K +54,750 +2%
RJA
3
Raymond James & Associates
Florida
$21.5M -$363K -22,731 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17.7M +$376K +23,577 +2%
Wells Fargo
5
Wells Fargo
California
$14.7M -$1.51M -94,724 -9%
Ameriprise
6
Ameriprise
Minnesota
$10M -$854K -53,524 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.05M +$509K +31,878 +6%
LPL Financial
8
LPL Financial
California
$8.59M +$1.23M +76,970 +15%
UBS Group
9
UBS Group
Switzerland
$8.41M +$672K +42,099 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.19M +$2M +125,226 +43%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.76M +$990K +62,004 +19%
SIA
12
Sit Investment Associates
Minnesota
$5.33M -$9.39M -588,073 -62%
AAM
13
Advisors Asset Management
Colorado
$4.93M +$1.75M +109,839 +50%
LSPW
14
Lake Street Private Wealth
Illinois
$4.28M -$149K -9,350 -3%
MA
15
Mutual Advisors
Nebraska
$3.54M +$321K +20,129 +9%
SIG
16
Sargent Investment Group
Maryland
$3.3M +$36.4K +2,280 +1%
MMA
17
Miracle Mile Advisors
California
$3.08M +$66.7K +4,181 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.05M +$258K +16,190 +9%
SPIA
19
Steward Partners Investment Advisory
New York
$2.42M +$240K +15,021 +10%
WAM
20
Wolverine Asset Management
Illinois
$2.41M +$2.58M +161,793 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2.2M +$2.19M +137,493 New
FA
22
FMA Advisory
Pennsylvania
$2.19M -$102K -6,361 -4%
CT
23
Caldwell Trust
Florida
$1.93M +$76.5K +4,791 +4%
QCIG
24
Quad-Cities Investment Group
Iowa
$1.9M -$102K -6,396 -5%
Millennium Management
25
Millennium Management
New York
$1.82M +$1.24M +77,530 +174%

RQI Hedge Fund Activity: Q3 2021 in Review

164 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q3 2021, worth a combined $306M — down 5.2% from $323M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RQI positions and 10 closed out — a net gain of 14 holders — while 60 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.78M. The largest seller was Sit Investment Associates, cutting an estimated $9.39M.

  • 164 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q3 2021, up from 152 in Q2 2021.
  • Funds reported $306M of Cohen & Steers Quality Income Realty Fund stock for Q3 2021, down 5.2% quarter-over-quarter.
  • 24 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q3 2021 and 10 closed out, a net change of +14 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q3 2021 was Morgan Stanley, an estimated $3.78M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q3 2021 was Sit Investment Associates, an estimated $9.39M sold.

Based on aggregated 13F filings for Q3 2021.