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Cohen & Steers Quality Income Realty Fund
RQI

Overview Fund Activity

178 hedge funds and large institutions have $303M invested in Cohen & Steers Quality Income Realty Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
69
Reduced
53
Closed
19
Calls
–
Puts
$17K
Net Calls
-$17K
Net Calls Change
-$17K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.4M
2
MHFA
Mission Hills Financial Advisory
California
+$1.94M
3
FWM
Fortress Wealth Management
California
+$1.91M
4
SFS
Shaker Financial Services
Virginia
+$1.35M
5
Wells Fargo
Wells Fargo
California
+$1.32M

Top Sellers

1
LPL Financial
LPL Financial
California
-$3M
2
KIM
Karpus Investment Management
New York
-$2.96M
3
IAA
Independent Advisor Alliance
North Carolina
-$1.74M
4
AAS
Ameritas Advisory Services
Nebraska
-$1.65M
5
Bank of America
Bank of America
North Carolina
-$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61.6M -$63.3K -5,042 -0.1%
Bank of America
2
Bank of America
North Carolina
$32M -$1.08M -86,087 -3%
Raymond James Financial
3
Raymond James Financial
Florida
$24.6M +$658K +52,351 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.5M +$11.4M +907,603 +103%
Wells Fargo
5
Wells Fargo
California
$12.7M +$1.32M +105,408 +12%
Ameriprise
6
Ameriprise
Minnesota
$9.95M -$362K -28,844 -4%
UBS Group
7
UBS Group
Switzerland
$9.39M +$77.5K +6,173 +0.8%
LPL Financial
8
LPL Financial
California
$9.09M -$3M -238,631 -25%
MHFA
9
Mission Hills Financial Advisory
California
$8.64M +$1.94M +154,506 +29%
Mariner
10
Mariner
Kansas
$6.5M -$321K -25,597 -5%
LSPW
11
Lake Street Private Wealth
Illinois
$5.08M +$150K +11,950 +3%
CWP
12
Cyndeo Wealth Partners
Florida
$5.03M +$1.2M +95,850 +31%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.61M +$110K +8,794 +2%
WAS
14
Wealth Advisory Solutions
Indiana
$4.3M +$336K +26,726 +8%
AWM
15
Apollon Wealth Management
South Carolina
$3.83M -$59.5K -4,734 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.5M +$557K +44,363 +19%
FWM
17
Fortress Wealth Management
California
$3.33M +$1.91M +151,802 +134%
CWM
18
Castle Wealth Management
Florida
$3.05M +$107K +8,548 +4%
MPCG
19
Matrix Private Capital Group
New York
$3.04M +$229K +18,210 +8%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.74M -$86.9K -6,918 -3%
AAM
21
Advisors Asset Management
Colorado
$2.52M -$779K -62,023 -24%
PAG
22
Private Advisor Group
New Jersey
$2.5M +$55.4K +4,412 +2%
SIG
23
Sargent Investment Group
Maryland
$2.41M -$5.45K -434 -0.2%
QCIG
24
Quad-Cities Investment Group
Iowa
$2.4M -$8.93K -711 -0.4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.23M +$163K +12,996 +8%
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