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Cohen & Steers Quality Income Realty Fund

185 hedge funds and large institutions have $225M invested in Cohen & Steers Quality Income Realty Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

0.16% more ownership

Funds ownership: 16.41%16.57% (+0.16%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 187185 (-2)

12% less capital invested

Capital invested by funds: $256M → $225M (-$30.5M)

Holders
185
Holders Change
-2
Holders Change %
-1.07%
% of All Funds
2.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
54
Reduced
53
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.5M +$1.51M +131,936 +3%
Bank of America
2
Bank of America
North Carolina
$24.9M -$2.04M -179,095 -7%
RJA
3
Raymond James & Associates
Florida
$14.2M +$245K +21,500 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.3M -$934K -81,838 -7%
Wells Fargo
5
Wells Fargo
California
$9.67M -$1.44M -126,396 -12%
Ameriprise
6
Ameriprise
Minnesota
$9.53M -$2.05M -179,860 -16%
CA
7
Cornerstone Advisors
North Carolina
$7.69M +$3.83M +335,448 +79%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.93M +$706K +61,872 +10%
AAM
9
Advisors Asset Management
Colorado
$6.79M +$271K +23,779 +4%
LPL Financial
10
LPL Financial
California
$6.59M -$1.21M -106,342 -14%
UBS Group
11
UBS Group
Switzerland
$5.95M -$579K -50,775 -8%
Mariner
12
Mariner
Kansas
$5.78M +$634K +55,521 +11%
PCM
13
Penserra Capital Management
California
$4.74M +$3M +263,200 +128%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.03M -$36.3K -3,184 -0.8%
LSPW
15
Lake Street Private Wealth
Illinois
$3.17M +$65.9K +5,775 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.89M +$1.33M +116,242 +69%
HBCM
17
Heron Bay Capital Management
Michigan
$2.66M -$190K -16,670 -6%
AWM
18
Apollon Wealth Management
South Carolina
$2.57M +$250K +21,912 +9%
SIG
19
Sargent Investment Group
Maryland
$2.01M +$138K +12,075 +6%
MA
20
Mutual Advisors
Nebraska
$1.95M -$167K -14,670 -7%
QCIG
21
Quad-Cities Investment Group
Iowa
$1.94M -$65.4K -5,728 -3%
CWM
22
Castle Wealth Management
Florida
$1.84M +$162K +14,190 +8%
AAS
23
Ameritas Advisory Services
Nebraska
$1.73M +$489K +42,823 +32%
FWM
24
Fortress Wealth Management
California
$1.71M +$114K +9,976 +6%
OC
25
Oppenheimer & Co
New York
$1.56M +$115K +10,073 +7%

RQI Hedge Fund Activity: Q3 2023 in Review

185 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q3 2023, worth a combined $225M — down 12% from $256M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of RQI and 19 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 54 added.

The largest buyer was Cornerstone Advisors, adding an estimated $3.83M. The largest seller was Ameriprise, cutting an estimated $2.05M.

  • 185 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q3 2023, down from 187 in Q2 2023.
  • Funds reported $225M of Cohen & Steers Quality Income Realty Fund stock for Q3 2023, down 12% quarter-over-quarter.
  • 19 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q3 2023 and 20 closed out, a net change of -1 holder.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $3.83M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q3 2023 was Ameriprise, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2023.