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Cohen & Steers Quality Income Realty shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Cohen & Steers Quality Income Realty (RQI) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services 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 Montgomery Financial Services 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.5k 444 12.31

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

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
Matrix Private Capital Group
Cyndeo Wealth Partners
Castle Wealth Management

View all funds holding Cohen & Steers Quality Income Realty