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Cohen & Steers Quality Income Realty Fund

185 hedge funds and large institutions have $308M invested in Cohen & Steers Quality Income Realty Fund in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

8% more capital invested

Capital invested by funds: $287M → $308M (+$21.6M)

0.85% more ownership

Funds ownership: 17.42%18.27% (+0.85%)

0% more funds holding

Funds holding: 185185 (0)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $17K

Holders
185
Holders Change
Holders Change %
0%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
71
Reduced
54
Closed
20
Calls
Puts
$17K
Net Calls
-$17K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$61.6M -$64.1K -5,042 -0.1%
Bank of America
2
Bank of America
North Carolina
$32M -$1.09M -86,087 -3%
Raymond James Financial
3
Raymond James Financial
Florida
$24.6M +$665K +52,351 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.5M +$11.5M +907,603 +103%
Wells Fargo
5
Wells Fargo
California
$12.7M +$1.34M +105,408 +12%
Ameriprise
6
Ameriprise
Minnesota
$9.95M -$367K -28,844 -4%
UBS Group
7
UBS Group
Switzerland
$9.39M +$78.4K +6,173 +0.8%
LPL Financial
8
LPL Financial
California
$9.09M -$3.03M -238,631 -25%
MHFA
9
Mission Hills Financial Advisory
California
$8.64M +$1.96M +154,506 +29%
Mariner
10
Mariner
Kansas
$6.5M -$325K -25,597 -5%
LSPW
11
Lake Street Private Wealth
Illinois
$5.08M +$152K +11,950 +3%
CWP
12
Cyndeo Wealth Partners
Florida
$5.03M +$1.22M +95,850 +31%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.61M +$112K +8,794 +2%
WAS
14
Wealth Advisory Solutions
Indiana
$4.3M +$340K +26,726 +8%
AWM
15
Apollon Wealth Management
South Carolina
$3.83M -$60.2K -4,734 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.5M +$564K +44,363 +19%
FWM
17
Fortress Wealth Management
California
$3.33M +$1.93M +151,802 +134%
IFG
18
Independent Financial Group
California
$3.08M +$539K +42,419 +21%
CWM
19
Castle Wealth Management
Florida
$3.05M +$109K +8,548 +4%
MPCG
20
Matrix Private Capital Group
New York
$3.04M +$231K +18,210 +8%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.74M -$87.9K -6,918 -3%
AAM
22
Advisors Asset Management
Colorado
$2.52M -$788K -62,023 -24%
PAG
23
Private Advisor Group
New Jersey
$2.5M +$56.1K +4,412 +2%
SIG
24
Sargent Investment Group
Maryland
$2.41M -$5.51K -434 -0.2%
QCIG
25
Quad-Cities Investment Group
Iowa
$2.4M -$9.04K -711 -0.4%

RQI Hedge Fund Activity: Q1 2025 in Review

185 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Quality Income Realty Fund (RQI) for Q1 2025, worth a combined $308M — up 7.5% from $287M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RQI positions and 20 closed out — a net gain of 2 holders — while 71 added to existing stakes and 54 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $11.5M. The largest seller was LPL Financial, cutting an estimated $3.03M.

  • 185 institutional investors held Cohen & Steers Quality Income Realty Fund (RQI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $308M of Cohen & Steers Quality Income Realty Fund stock for Q1 2025, up 7.5% quarter-over-quarter.
  • 22 funds opened new Cohen & Steers Quality Income Realty Fund positions in Q1 2025 and 20 closed out, a net change of +2 holders.
  • The largest Cohen & Steers Quality Income Realty Fund buyer in Q1 2025 was Royal Bank of Canada, an estimated $11.5M added.
  • The largest Cohen & Steers Quality Income Realty Fund seller in Q1 2025 was LPL Financial, an estimated $3.03M sold.

Based on aggregated 13F filings for Q1 2025.