Cohen & Steers Quality Income Realty Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 5.44 M | $65.60 M | 5.33% | 4.05% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.78 M | $33.50 M | 8.57% | 2.07% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.24 M | $14.90 M | -6.30% | 0.92% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.22 M | $14.74 M | 42.35% | 0.91% |
| MISSION HILLS FINANCIAL ADVISORY, LLC | 05/04/2026 | 1.06 M | $12.71 M | 4.64% | 0.78% |
| LPL FINANCIAL LLC | 05/06/2026 | 924.60 K | $11.14 M | 7.17% | 0.69% |
| UBS GROUP AG | 05/05/2026 | 908.37 K | $10.95 M | 37.88% | 0.68% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 813.85 K | $9.80 M | 1.42% | 0.61% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 709.47 K | $8.55 M | 100.00% | 0.53% |
| LAKE STREET FINANCIAL LLC | 04/13/2026 | 583.46 K | $7.03 M | 3.87% | 0.43% |
| MARINER, LLC | 05/13/2026 | 442.42 K | $5.33 M | -7.99% | 0.33% |
| ROYAL BANK OF CANADA | 05/15/2026 | 328.81 K | $3.96 M | -13.16% | 0.24% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 05/15/2026 | 307.70 K | $3.71 M | 100.00% | 0.23% |
| CYNDEO WEALTH PARTNERS, LLC | 04/13/2026 | 302.36 K | $3.64 M | 0.00% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 301.39 K | $3.63 M | -4.80% | 0.22% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 282.74 K | $3.41 M | -0.44% | 0.21% |
| CASTLE WEALTH MANAGEMENT LLC | 05/01/2026 | 280.79 K | $3.38 M | 15.01% | 0.21% |
| WEALTH ADVISORY SOLUTIONS, LLC | 04/22/2026 | 278.54 K | $3.36 M | -0.37% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 276.04 K | $3.33 M | -9.18% | 0.21% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 246.77 K | $2.97 M | 5.99% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 235.84 K | $2.84 M | 1.57% | 0.18% |
| 05/07/2026 | 199.73 K | $2.41 M | 0.06% | 0.15% | |
| QUAD-CITIES INVESTMENT GROUP, LLC | 04/21/2026 | 198.16 K | $2.39 M | 2.00% | 0.15% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 169.83 K | $2.05 M | 100.00% | 0.13% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 160.38 K | $1.93 M | -5.92% | 0.12% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 137.63 K | $1.66 M | -10.80% | 0.10% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 131.16 K | $1.58 M | 2.81% | 0.10% |
| SARGENT INVESTMENT GROUP, LLC | 05/11/2026 | 129.28 K | $1.56 M | 2.54% | 0.10% |
| 04/30/2026 | 119.39 K | $1.44 M | 11.00% | 0.09% | |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 119.31 K | $1.44 M | -5.48% | 0.09% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 117.93 K | $1.42 M | 2.42% | 0.09% |
| OPPENHEIMER & CO INC | 04/24/2026 | 108.80 K | $1.31 M | -11.87% | 0.08% |
| ORG WEALTH PARTNERS, LLC | 04/28/2026 | 93.70 K | $1.13 M | -1.75% | 0.07% |
| BEACON CAPITAL MANAGEMENT, INC. | 05/08/2026 | 93.00 K | $1.12 M | 0.00% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 90.11 K | $1.09 M | 2.07% | 0.07% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 88.28 K | $1.06 M | 3.26% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 88.11 K | $1.06 M | 1.39% | 0.07% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 86.88 K | $1.05 M | 19.11% | 0.06% |
| COOPER FINANCIAL GROUP | 04/07/2026 | 84.66 K | $1.02 M | 2.97% | 0.06% |
| SHUFRO ROSE & CO LLC | 05/15/2026 | 82.00 K | $988.10 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 81.96 K | $987.65 K | 58.30% | 0.06% |
| LIDO ADVISORS, LLC | 05/13/2026 | 77.33 K | $931.77 K | -20.55% | 0.06% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 77.28 K | $931.22 K | -65.47% | 0.06% |
| ABEL HALL, LLC | 04/28/2026 | 76.00 K | $915.80 K | 49.02% | 0.06% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 74.31 K | $895.38 K | 100.00% | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 67.64 K | $833.96 K | -41.20% | 0.05% |
| HBW ADVISORY SERVICES LLC | 05/04/2026 | 66.51 K | $801.45 K | 16.58% | 0.05% |
| INVESCO LTD. | 05/12/2026 | 65.93 K | $794.40 K | 0.42% | 0.05% |
| REGATTA CAPITAL GROUP, LLC | 04/15/2026 | 65.42 K | $788.28 K | 111.55% | 0.05% |
| SWEENEY & MICHEL, LLC | 04/16/2026 | 64.87 K | $833.61 K | -5.70% | 0.05% |
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Cohen & Steers Quality Income Realty Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 302 institutional investors and hedge funds held shares of Cohen & Steers Quality Income Realty Fund, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 5.44 M
BANK OF AMERICA CORP /DE/: 2.78 M
RAYMOND JAMES FINANCIAL INC: 1.24 M
WELLS FARGO & COMPANY/MN: 1.22 M
Mission Hills Financial Advisory, LLC: 1.06 M
LPL Financial LLC: 924,602
18.32% of Cohen & Steers Quality Income Realty Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 31.06 M shares in the last 24 months. This purchase volume represents approximately $397.56 M in transactions.