Sound Financial Strategies Group, LLC
Position in RQI — Cohen & Steers Quality Income Realty Fund Inc
CIK 1800620
MADISON, MS
Position in RQI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$520,060
+$20,757 QoQ
Shares Held
42,247
+2.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#78
of 211 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RQI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sound Financial Strategies Group, LLC holds $1,245,631 across 3 Asset Management names. RQI ranks #1 (41.8% of the industry book) .
All Filings in RQI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,060 | 42,247 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||