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Cohen & Steers Quality Income Realty Fund

208 hedge funds and large institutions have $276M invested in Cohen & Steers Quality Income Realty Fund in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

8% more funds holding

Funds holding: 192208 (+16)

0.32% more ownership

Funds ownership: 17.67%17.98% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 63

7% less capital invested

Capital invested by funds: $296M → $276M (-$19.6M)

Holders
208
Holders Change
+16
Holders Change %
+8.33%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
60
Reduced
63
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
$59M +$200K +16,811 +0.3%
Bank of America
2
Bank of America
North Carolina
$29.2M -$531K -44,648 -2%
Raymond James Financial
3
Raymond James Financial
Florida
$15.1M -$3.1M -260,628 -16%
MHFA
4
Mission Hills Financial Advisory
California
$11.5M +$720K +60,528 +6%
LPL Financial
5
LPL Financial
California
$9.85M +$902K +75,816 +10%
Wells Fargo
6
Wells Fargo
California
$9.81M -$1.53M -128,540 -13%
Ameriprise
7
Ameriprise
Minnesota
$9.17M -$109K -9,134 -1%
UBS Group
8
UBS Group
Switzerland
$7.52M +$449K +37,766 +6%
LSPW
9
Lake Street Private Wealth
Illinois
$6.42M +$1.05M +88,350 +19%
Mariner
10
Mariner
Kansas
$5.49M -$386K -32,417 -6%
LSC
11
Logan Stone Capital
Illinois
$4.76M +$4.96M +416,675 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.32M -$28.1K -2,364 -0.6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.62M -$423K -35,571 -10%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.47M -$46.5K -3,907 -1%
CWP
15
Cyndeo Wealth Partners
Florida
$3.45M -$528K -44,350 -13%
MPCG
16
Matrix Private Capital Group
New York
$3.32M +$260K +21,865 +8%
IFG
17
Independent Financial Group
California
$3.24M -$53.6K -4,505 -2%
WAM
18
Wolverine Asset Management
Illinois
$3.21M +$3.34M +280,911 New
WAS
19
Wealth Advisory Solutions
Indiana
$3.19M -$2.04M -171,049 -38%
CWM
20
Castle Wealth Management
Florida
$2.79M -$72.8K -6,119 -2%
PAG
21
Private Advisor Group
New Jersey
$2.66M +$100K +8,434 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.65M -$461K -38,743 -14%
AWM
23
Apollon Wealth Management
South Carolina
$2.56M -$806K -67,698 -23%
ZCP
24
Z3 Capital Partners
Virginia
$2.28M +$2.38M +199,605 New
RAM
25
Readystate Asset Management
Illinois
$2.24M +$1.97M +165,368 +541%