Sound Financial Strategies Group, LLC
Position in RQI — Cohen & Steers Quality Income Realty Fund Inc
CIK 1800620
MADISON, MS
Position in RQI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$499,303
-$649,137 QoQ
Shares Held
41,436
-58.8% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RQI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sound Financial Strategies Group, LLC holds $1,034,471 across 3 Asset Management names. RQI ranks #1 (48.3% of the industry book) .
All Filings in RQI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $499,303 | 41,436 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,148,440 | 100,564 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,239,941 | 99,434 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,156,069 | 92,857 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,201,037 | 95,624 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||