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Cohen & Steers Quality Income Realty shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Cohen & Steers Quality Income Realty (RQI) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Cohen & Steers Quality Income Realty

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All positions including Cohen & Steers Quality Income Realty held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Quality Income Realty by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $299k 25k 12.24
2023-09-30 $247k 24k 10.12
2023-06-30 $297k 26k 11.60
2023-03-31 $308k 26k 11.92
2022-12-31 $297k 26k 11.50
2022-06-30 $330k 24k 13.59
2022-03-31 $409k 25k 16.71
2021-12-31 $442k 24k 18.22
2021-09-30 $380k 26k 14.89
2021-06-30 $401k 26k 15.72
2021-03-31 $355k 26k 13.93
2020-12-31 $316k 26k 12.41
2020-09-30 $283k 25k 11.12
2020-06-30 $278k 25k 10.93
2019-12-31 $453k 31k 14.87
2019-09-30 $483k 30k 15.86
2019-06-30 $409k 30k 13.66
2019-03-31 $383k 30k 12.80
2018-12-31 $313k 30k 10.36
2018-09-30 $370k 30k 12.24
2018-06-30 $363k 30k 12.01
2018-03-31 $358k 30k 11.84
2017-12-31 $382k 30k 12.64
2017-09-30 $380k 30k 12.57
2017-06-30 $381k 30k 12.61
2017-03-31 $371k 30k 12.27
2016-12-31 $369k 30k 12.21
2016-09-30 $403k 30k 13.33
2016-06-30 $415k 30k 13.73
2016-03-31 $380k 31k 12.41
2015-12-31 $765k 63k 12.22
2015-09-30 $718k 64k 11.30
2015-06-30 $1.3M 118k 10.69
2015-03-31 $1.6M 128k 12.42
2014-12-31 $2.2M 177k 12.19
2014-06-30 $15M 1.3M 11.26

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Cohen & Steers Quality Income Realty

Bank of America Corporation
Raymond James & Associates
Cornerstone Advisors
Wells Fargo & Company
Raymond James Financial Services Advisors
Royal Bank of Canada
Advisors Asset Management
Penserra Capital Management
UBS Group
Mariner Wealth Advisors
Lake Street Financial
Commonwealth Equity Services
Apollon Wealth Management
Cambridge Investment Research Advisors
Cyndeo Wealth Partners

View all funds holding Cohen & Steers Quality Income Realty