Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cohen & Steers Quality Incom (RQI)

200 + Investors. Track Smart Money conviction in RQI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — RQI

Based on 201 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
201 hedge funds hold RQI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

99 buying88 selling
Last quarter: 99 funds bought or added vs 88 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 23 → 35 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 20% medium ■ 24% new
112 out of 201 hedge funds have held RQI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +4%, value -39%

Value
-38%
Shares
+4%
Last quarter: funds added +4% more shares while total portfolio value only changed -39%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

24 → 24 → 23 → 35 → 33 new funds/Q
New funds entering each quarter: 24 → 23 → 35 → 33. A growing number of institutions are discovering RQI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 27% newcomers

■ 61% veterans ■ 12% 1-2yr ■ 27% new
Entry-cohort mix of 201 holders: 123 (61%) are 2+ year veterans, 24 entered 1–2 years ago, and 54 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
16 of 201 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in RQI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RQI

In 2026 Q1, 99 hedge funds were net buyers of RQI (33 opened a new position, 66 added to an existing one), while 88 reduced or exited (55 trimmed, 33 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 55% of total institutional value in RQI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 201.

Hedge Fund Ownership: RQI

How many hedge funds hold RQI — quarterly history vs. share price
Quarterly hedge fund ownership of RQI vs. share price

Market Analysis: RQI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RQI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Cohen & Steers Quality Incom (RQI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RQI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 88d ago
RQI
nan%
XLF
nan%

RQI outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
RQI
nan%
XLF
nan%

Since the filing became public, RQI outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: RQI
200 + Investors

Track Smart Money conviction in RQI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 200 201 -0.5%
13F Shares 25M 24M 4.3%
Total Value $283M $462M -38.81%
New Positions 32 35 -3
Increased Positions 66 59 +7
Closed Positions 33 24 +9
Reduced Positions 55 61 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RQI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

200 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RQI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RQI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mission Hills Financial Advisory, LLC 6.51% 1,055,044 $12.7M
2 Matrix Private Capital Group LLC 1.79% 307,698 $3.7M
3 Castle Wealth Management LLC 1.10% 280,789 $3.4M
4 Quad-Cities Investment Group, LLC 0.95% 198,163 $2.4M
5 Lake Street Private Wealth, LLC 0.90% 583,462 $7.0M
6 Wealth Advisory Solutions, LLC 0.75% 278,536 $3.4M
7 Samalin Investment Counsel, LLC 0.59% 137,632 $1.7M
8 Z3 Capital Partners, LLC 0.55% 199,605 $2.3M
9 Sound Financial Strategies Group, LLC 0.34% 41,436 $499K
10 Marshall & Sterling Wealth Advisors Inc. 0.31% 39,341 $474K
11 Advisory Advocates, LLC 0.29% 25,890 $296K
12 Sweeney & Michel, LLC 0.25% 64,872 $834K
13 Mission Financial Group, LLC 0.23% 20,601 $248K
14 Ascentis Wealth Management, LLC 0.22% 93,700 $1.1M
15 Sargent Investment Group, LLC 0.21% 129,280 $1.6M
16 Abel Hall, LLC 0.20% 76,000 $916K
17 Cyndeo Wealth Partners, LLC 0.19% 302,360 $3.6M
18 Elevate Wealth Advisory, Inc 0.19% 25,000 $301K
19 Good Harbor Advisors, Inc. 0.18% 13,175 $150K
20 Mezzasalma Advisors, LLC 0.13% 42,814 $516K
21 Delta Capital Management LLC 0.13% 19,700 $237K
22 Seelaus Asset Management LLC 0.13% 14,735 $178K
23 Indivisible Partners 0.13% 119,387 $1.4M
24 Regatta Capital Group, LLC 0.12% 65,417 $788K
25 Next Level Private LLC 0.10% 38,235 $461K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cohen & Steers Quality Incom (RQI)

What does the Smart Money Trend signal show for RQI?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for RQI?

Slight buying edge — 53% buying: Last quarter: 99 funds bought or added vs 88 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RQI holders?

Elite ownership — 55% AUM from top-100 funds: 16 of 201 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in RQI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RQI?

56% of holders stayed for 2+ years: 112 out of 201 hedge funds have held RQI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Cohen & Steers Quality Incom (RQI) following the 2026 Q1 hedge fund 13F filings?

As of today, RQI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), RQI has gained nan% vs nan% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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