Cassaday & Co Wealth Management »

Cohen & Steers Quality Income Realty shares owned by Cassaday & Co Wealth Management

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

Historical chart of Cassaday & Co Wealth Management investment in Cohen & Steers Quality Income Realty

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cohen & Steers Quality Income Realty by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $107k 8.9k 12.05
2024-12-31 $128k 11k 12.24

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr State Street Rea (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Barclays Bank Djubs Cmdt Etn36 (DJP)

View all positions for Cassaday & Co Wealth Management

Top funds holding Cohen & Steers Quality Income Realty

Morgan Stanley
Bank of America Corporation
Raymond James Financial
Wells Fargo & Company
Mission Hills Financial Advisory
LPL Financial
UBS Group
Ameriprise Financial
Penserra Capital Management
Lake Street Financial
Mariner Wealth Advisors
Royal Bank of Canada
Advisor Group Holdings
Cyndeo Wealth Partners
Commonwealth Equity Services

View all funds holding Cohen & Steers Quality Income Realty