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Cohen & Steers Quality Income Realty Fund

170 hedge funds and large institutions have $356M invested in Cohen & Steers Quality Income Realty Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

0.47% more ownership

Funds ownership: 15.4%15.87% (+0.47%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 174170 (-4)

5% less capital invested

Capital invested by funds: $376M → $356M (-$20.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
170
Holders Change
-4
Holders Change %
-2.3%
% of All Funds
2.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
58
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$89M +$10M +620,285 +13%
Bank of America
2
Bank of America
North Carolina
$47.2M +$553K +34,198 +1%
RJA
3
Raymond James & Associates
Florida
$23.8M -$177K -10,966 -0.8%
Wells Fargo
4
Wells Fargo
California
$20.4M +$3.38M +208,727 +21%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.3M -$1.43M -88,464 -7%
Ameriprise
6
Ameriprise
Minnesota
$15.6M +$2.78M +172,077 +23%
LPL Financial
7
LPL Financial
California
$11.4M +$841K +51,974 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.73M +$7.44K +460 +0.1%
UBS Group
9
UBS Group
Switzerland
$9.65M +$485K +29,967 +5%
AAM
10
Advisors Asset Management
Colorado
$7.78M +$626K +38,685 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.27M +$84.7K +5,231 +1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.64M +$139K +8,590 +2%
MA
13
Mutual Advisors
Nebraska
$4.93M +$577K +35,685 +14%
LSPW
14
Lake Street Private Wealth
Illinois
$4.58M -$212K -13,075 -5%
AWM
15
Apollon Wealth Management
South Carolina
$4.1M -$26K -1,604 -0.7%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.72M -$16.6K -1,026 -0.5%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.61M +$60.1K +3,713 +2%
SIG
18
Sargent Investment Group
Maryland
$3.58M
SPIA
19
Steward Partners Investment Advisory
New York
$2.64M -$56.3K -3,481 -2%
CT
20
Caldwell Trust
Florida
$2.25M +$31.4K +1,943 +1%
QCIG
21
Quad-Cities Investment Group
Iowa
$2.21M +$34.1K +2,105 +2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.19M +$1.02K +63 +0%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.01M +$119K +7,353 +7%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.89M +$268K +16,559 +17%
Stifel Financial
25
Stifel Financial
Missouri
$1.67M -$62.5K -3,865 -4%

RQI Hedge Fund Activity: Q1 2022 in Review

170 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q1 2022, worth a combined $356M — down 5.4% from $376M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of RQI and 17 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $10M. The largest seller was Miracle Mile Advisors, cutting an estimated $3.31M.

  • 170 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q1 2022, down from 174 in Q4 2021.
  • Funds reported $356M of Cohen & Steers Quality Income Realty Fund stock for Q1 2022, down 5.4% quarter-over-quarter.
  • 17 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q1 2022 and 18 closed out, a net change of -1 holder.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q1 2022 was Morgan Stanley, an estimated $10M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q1 2022 was Miracle Mile Advisors, an estimated $3.31M sold.

Based on aggregated 13F filings for Q1 2022.