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

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

Historical chart of EP Wealth Advisors 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 EP 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $155k 13k 12.31
2022-12-31 $138k 12k 11.50
2017-09-30 $165k 13k 12.60
2017-06-30 $261k 21k 12.58
2017-03-31 $255k 21k 12.29
2016-12-31 $253k 21k 12.19

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Top funds holding Cohen & Steers Quality Income Realty

Morgan Stanley
Bank of America Corporation
Cable Car Capital
Wells Fargo & Company
Raymond James Financial
UBS Group
LPL Financial
Mission Hills Financial Advisory
Ameriprise Financial
Penserra Capital Management
Lake Street Financial
Boothbay Fund Management
Alpine Partners VI
Quarry
Mariner Wealth Advisors

View all funds holding Cohen & Steers Quality Income Realty