COHEN & STEERS QUAL INC RLTY (RQI) Top Institutional Shareholders
COHEN & STEERS QUAL INC RLTY (RQI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $286.32M in RQI holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of RQI tracked by InsiderSet, reporting ownership valued at approximately $65.60M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $67.73M, representing an estimated gain of +3.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed RQI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in COHEN & STEERS QUAL INC RLTY (RQI).
This page ranks the largest institutional RQI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
200
Total Reported Value
$286.32M
Largest Holder
Morgan Stanley
Largest Position
$65.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
170
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 5,444,179 | $65,602,364 | $67,725,587 | +$2,123,223 | +3.24% | |
| Bank Of America Corp | 0.00% | 2,780,381 | $33,503,596 | $34,587,940 | +$1,084,344 | +3.24% | |
| Raymond James Financial Inc | 0.00% | 1,236,471 | $14,899,477 | $15,381,699 | +$482,222 | +3.24% | |
| Wells Fargo & Company/Mn | 0.00% | 1,222,942 | $14,736,443 | $15,213,398 | +$476,955 | +3.24% | |
| Mission Hills Financial Advisory, Llc | 6.51% | 1,055,044 | $12,713,284 | $13,124,747 | +$411,463 | +3.24% | |
| Lpl Financial Llc | 0.00% | 924,602 | $11,141,456 | $11,502,049 | +$360,593 | +3.24% | |
| Ubs Group Ag | 0.00% | 908,372 | $10,945,886 | $11,300,148 | +$354,262 | +3.24% | |
| Ameriprise Financial Inc | 0.00% | 813,849 | $9,804,269 | $10,124,282 | +$320,013 | +3.26% | |
| Lake Street Private Wealth, Llc | 0.90% | 583,462 | $7,030,717 | $7,258,267 | +$227,550 | +3.24% | |
| Mariner, Llc | 0.01% | 442,419 | $5,331,152 | $5,503,692 | +$172,540 | +3.24% | |
| Z3 Capital Partners, Llc | 0.58% | 399,332 | $4,686,200 | $4,967,690 | +$281,490 | +6.01% | |
| Independent Financial Group, Llc | 0.05% | 295,630 | $4,008,497 | $3,677,637 | -$330,860 | -8.25% | |
| Royal Bank Of Canada | 0.00% | 328,810 | $3,963,000 | $4,090,396 | +$127,396 | +3.21% | |
| Matrix Private Capital Group | Richard S. Fuld | 1.79% | 307,698 | $3,707,764 | $3,827,763 | +$119,999 | +3.24% |
| Cyndeo Wealth Partners, Llc | 0.19% | 302,360 | $3,643,438 | $3,761,358 | +$117,920 | +3.24% | |
| Commonwealth Equity Services, Llc | 0.01% | 301,394 | $3,631,800 | $3,749,341 | +$117,541 | +3.24% | |
| Castle Wealth Management Llc | 1.10% | 280,789 | $3,383,512 | $3,493,015 | +$109,503 | +3.24% | |
| Wealth Advisory Solutions, Llc | 0.75% | 278,536 | $3,356,359 | $3,464,988 | +$108,629 | +3.24% | |
| Osaic Holdings, Inc. | 0.00% | 276,043 | $3,326,362 | $3,433,975 | +$107,613 | +3.24% | |
| Private Advisor Group, Llc | 0.01% | 246,765 | $2,973,515 | $3,069,757 | +$96,242 | +3.24% | |
| Quad-Cities Investment Group, Llc | 0.95% | 198,163 | $2,387,867 | $2,465,148 | +$77,281 | +3.24% | |
| Independent Advisor Alliance | 0.02% | 169,832 | $2,046,474 | $2,112,710 | +$66,236 | +3.24% | |
| Cetera Investment Advisers | 0.00% | 160,381 | $1,932,592 | $1,995,140 | +$62,548 | +3.24% | |
| Samalin Investment Counsel, Llc | 0.59% | 137,632 | $1,658,471 | $1,712,142 | +$53,671 | +3.24% | |
| Prospera Financial Services Inc | 0.03% | 131,164 | $1,580,497 | $1,631,680 | +$51,183 | +3.24% | |
| Sargent Investment Group, Llc | 0.21% | 129,280 | $1,557,824 | $1,608,243 | +$50,419 | +3.24% | |
| Indivisible Partners | 0.13% | 119,387 | $1,438,617 | $1,485,174 | +$46,557 | +3.24% | |
| Mutual Advisors, Llc | 0.03% | 119,306 | $1,437,631 | $1,484,167 | +$46,536 | +3.24% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 117,930 | $1,421,055 | $1,467,049 | +$45,994 | +3.24% | |
| Oppenheimer & Co Inc | 0.02% | 108,798 | $1,311,016 | $1,353,447 | +$42,431 | +3.24% | |
| Ascentis Wealth Management, Llc | 0.22% | 93,700 | $1,129,096 | $1,165,628 | +$36,532 | +3.24% | |
| Beacon Capital Management, Inc. | 0.06% | 93,000 | $1,120,650 | $1,156,920 | +$36,270 | +3.24% | |
| Rockefeller Capital Management L.P. | 0.00% | 90,111 | $1,085,838 | $1,120,981 | +$35,143 | +3.24% | |
| First Trust Advisors Lp | 0.00% | 88,275 | $1,063,713 | $1,098,141 | +$34,428 | +3.24% | |
| Stifel Financial Corp | 0.00% | 86,881 | $1,046,929 | $1,080,800 | +$33,871 | +3.24% | |
| Cooper Financial Group | 0.10% | 84,659 | $1,020,144 | $1,053,158 | +$33,014 | +3.24% | |
| Shufro Rose & Co Llc | 0.07% | 82,000 | $988,100 | $1,020,080 | +$31,980 | +3.24% | |
| Susquehanna International Group, Llp | 0.00% | 81,963 | $987,654 | $1,019,620 | +$31,966 | +3.24% | |
| Lido Advisors, Llc | 0.00% | 77,325 | $931,766 | $961,923 | +$30,157 | +3.24% | |
| Apollon Wealth Management, Llc | 0.02% | 77,280 | $931,220 | $961,363 | +$30,143 | +3.24% | |
| Abel Hall, Llc | 0.20% | 76,000 | $915,800 | $945,440 | +$29,640 | +3.24% | |
| Waverly Advisors, Llc | 0.01% | 74,306 | $895,382 | $924,367 | +$28,985 | +3.24% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 67,637 | $833,964 | $841,404 | +$7,440 | +0.89% | |
| Sweeney & Michel, Llc | 0.25% | 64,872 | $833,610 | $807,008 | -$26,602 | -3.19% | |
| Hbw Advisory Services Llc | 0.08% | 66,511 | $801,454 | $827,397 | +$25,943 | +3.24% | |
| Invesco Ltd. | 0.00% | 65,925 | $794,396 | $820,107 | +$25,711 | +3.24% | |
| Regatta Capital Group, Llc | 0.12% | 65,417 | $788,276 | $813,787 | +$25,511 | +3.24% | |
| Advisors Asset Management, Inc. | 0.01% | 63,993 | $771,116 | $796,073 | +$24,957 | +3.24% | |
| Sowell Financial Services Llc | 0.03% | 63,266 | $762,359 | $787,029 | +$24,670 | +3.24% | |
| Nwf Advisory Services Inc. | 0.09% | 63,221 | $761,812 | $786,469 | +$24,657 | +3.24% |
Frequently asked questions about RQI
Who owns the most RQI stock?
The largest holders of RQI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COHEN & STEERS QUAL INC RLTY (RQI).
Is RQI widely held by superinvestors?
Many widely followed stocks like RQI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RQI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.