RQI Institutional Ownership & Shareholders
COHEN & STEERS QUAL INC RLTY (RQI) is currently held by 206 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $373.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of RQI tracked by InsiderSet, reporting ownership valued at approximately $71.94M in its June 30, 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 $64.92M, representing an estimated loss of -9.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed RQI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Cable Car Capital, Lp, 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
206
Total Reported Value
$373.15M
Largest Holder
Morgan Stanley
Largest Position
$71.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
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% | 5,843,742 | $71,936,473 | $64,923,974 | -$7,012,499 | -9.75% | |
| Bank Of America Corp | 0.00% | 2,812,317 | $34,619,628 | $31,244,842 | -$3,374,786 | -9.75% | |
| Cable Car Capital, Lp | 0.49% | 1,850,000 | $22,773,500 | $20,553,500 | -$2,220,000 | -9.75% | |
| Wells Fargo & Company/Mn | 0.00% | 1,354,297 | $16,671,400 | $15,046,240 | -$1,625,160 | -9.75% | |
| Raymond James Financial Inc | 0.00% | 1,283,161 | $15,795,715 | $14,255,919 | -$1,539,796 | -9.75% | |
| Ubs Group Ag | 0.00% | 1,080,650 | $13,302,801 | $12,006,022 | -$1,296,780 | -9.75% | |
| Lpl Financial Llc | 0.00% | 1,041,026 | $12,815,033 | $11,565,799 | -$1,249,234 | -9.75% | |
| Mission Hills Financial Advisory, Llc | 5.40% | 998,062 | $12,286,137 | $11,088,469 | -$1,197,668 | -9.75% | |
| Ameriprise Financial Inc | 0.00% | 765,435 | $9,423,959 | $8,503,983 | -$919,976 | -9.76% | |
| Absolute Investment Advisers, Llc | 0.83% | 833,385 | $9,083,896 | $9,258,907 | +$175,011 | +1.93% | |
| Penserra Capital Management Llc | 0.07% | 737,594 | $9,079,000 | $8,194,669 | -$884,331 | -9.74% | |
| Advisors Asset Management, Inc. | 0.11% | 426,596 | $7,772,579 | $4,739,482 | -$3,033,097 | -39.02% | |
| Boothbay Fund Management, Llc | 0.13% | 583,814 | $7,186,750 | $6,486,174 | -$700,576 | -9.75% | |
| Lake Street Private Wealth, Llc | 0.77% | 642,825 | $7,006,793 | $7,141,786 | +$134,993 | +1.93% | |
| Alpine Global Management, Llc | 1.13% | 561,401 | $6,910,847 | $6,237,165 | -$673,682 | -9.75% | |
| Quarry Lp | 1.08% | 554,653 | $6,827,778 | $6,162,195 | -$665,583 | -9.75% | |
| Mariner, Llc | 0.00% | 370,664 | $4,562,868 | $4,118,077 | -$444,791 | -9.75% | |
| Private Advisor Group, Llc | 0.02% | 370,470 | $4,560,492 | $4,115,922 | -$444,570 | -9.75% | |
| Osaic Holdings, Inc. | 0.01% | 350,947 | $4,320,344 | $3,899,021 | -$421,323 | -9.75% | |
| Matrix Private Capital Group | Richard S. Fuld | 1.82% | 339,995 | $4,185,342 | $3,777,344 | -$407,998 | -9.75% |
| Royal Bank Of Canada | 0.00% | 331,428 | $4,080,000 | $3,682,165 | -$397,835 | -9.75% | |
| Castle Wealth Management Llc | 1.10% | 301,114 | $3,706,710 | $3,345,377 | -$361,333 | -9.75% | |
| Commonwealth Equity Services, Llc | 0.00% | 298,094 | $3,669,530 | $3,311,824 | -$357,706 | -9.75% | |
| Independent Financial Group, Llc | 0.06% | 289,168 | $3,151,930 | $3,212,656 | +$60,726 | +1.93% | |
| Wealth Advisory Solutions, Llc | 0.59% | 262,140 | $2,857,326 | $2,912,375 | +$55,049 | +1.93% | |
| Quad-Cities Investment Group, Llc | 1.01% | 258,407 | $2,816,638 | $2,870,902 | +$54,264 | +1.93% | |
| Cyndeo Wealth Partners, Llc | 0.12% | 241,179 | $2,628,851 | $2,679,499 | +$50,648 | +1.93% | |
| Ameritas Advisory Services, Llc | 0.05% | 209,028 | $2,573,133 | $2,322,301 | -$250,832 | -9.75% | |
| Z3 Capital Partners, Llc | 0.48% | 184,628 | $2,272,769 | $2,051,217 | -$221,552 | -9.75% | |
| Cetera Investment Advisers | 0.00% | 169,913 | $2,091,630 | $1,887,733 | -$203,897 | -9.75% | |
| Yakira Capital Management, Inc. | 0.51% | 140,436 | $1,728,767 | $1,560,244 | -$168,523 | -9.75% | |
| Indivisible Partners | 0.09% | 130,396 | $1,605,174 | $1,448,700 | -$156,474 | -9.75% | |
| Sargent Investment Group, Llc | 0.19% | 129,280 | $1,591,437 | $1,436,301 | -$155,136 | -9.75% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 128,486 | $1,581,662 | $1,427,479 | -$154,183 | -9.75% | |
| Mutual Advisors, Llc | 0.03% | 127,606 | $1,570,824 | $1,417,703 | -$153,121 | -9.75% | |
| Farther Finance Advisors, Llc | 0.01% | 139,734 | $1,523,104 | $1,552,445 | +$29,341 | +1.93% | |
| Samalin Investment Counsel, Llc | 0.46% | 117,084 | $1,441,303 | $1,300,803 | -$140,500 | -9.75% | |
| Oppenheimer & Co Inc | 0.01% | 113,508 | $1,397,283 | $1,261,074 | -$136,209 | -9.75% | |
| Ascentis Wealth Management, Llc | 0.20% | 107,529 | $1,323,977 | $1,194,647 | -$129,330 | -9.77% | |
| Prospera Financial Services Inc | 0.02% | 103,948 | $1,279,587 | $1,154,862 | -$124,725 | -9.75% | |
| Stifel Financial Corp | 0.00% | 99,835 | $1,228,960 | $1,109,167 | -$119,793 | -9.75% | |
| Cooper Financial Group | 0.09% | 108,774 | $1,185,639 | $1,208,479 | +$22,840 | +1.93% | |
| Janney Montgomery Scott Llc | 0.00% | 92,038 | $1,133,000 | $1,022,542 | -$110,458 | -9.75% | |
| Rockefeller Capital Management L.P. | 0.00% | 91,647 | $1,128,177 | $1,018,198 | -$109,979 | -9.75% | |
| Shufro Rose & Co Llc | 0.06% | 84,900 | $1,045,119 | $943,239 | -$101,880 | -9.75% | |
| Xtx Topco Ltd | 0.01% | 82,886 | $1,020,327 | $920,863 | -$99,464 | -9.75% | |
| Hbw Advisory Services Llc | 0.10% | 93,083 | $1,014,605 | $1,034,152 | +$19,547 | +1.93% | |
| Beacon Capital Management, Inc. | 0.06% | 93,000 | $1,013,700 | $1,033,230 | +$19,530 | +1.93% | |
| Lido Advisors, Llc | 0.00% | 81,345 | $1,001,357 | $903,743 | -$97,614 | -9.75% | |
| Waverly Advisors, Llc | 0.01% | 80,462 | $990,487 | $893,933 | -$96,554 | -9.75% |
Frequently asked questions about RQI
Who are the largest institutional holders of RQI?
The largest institutional holders of RQI reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Cable Car Capital, Lp, Wells Fargo & Company/Mn, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported RQI position.
What is RQI institutional ownership?
This page tracks RQI positions reported by institutional investment managers through SEC Form 13F. COHEN & STEERS QUAL INC RLTY (RQI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RQI?
InsiderSet currently tracks 206 institutional managers reporting RQI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RQI shareholders.
How much RQI stock do institutions own?
Institutional investment managers disclosed approximately $373.15M in RQI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RQI institutional ownership last updated?
The latest RQI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RQI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RQI position after the reporting date.
Are institutions buying or selling RQI?
Institutional buying and selling can be analyzed by comparing RQI positions across consecutive 13F reporting periods. InsiderSet's RQI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RQI ownership changes.
How has RQI institutional ownership changed over time?
InsiderSet tracks RQI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.