ELEVATE WEALTH ADVISORY, INC
Position in RQI — Cohen & Steers Quality Income Realty Fund Inc
CIK 2011651
ATHENS, GA
Position in RQI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$301,250
+$15,750 QoQ
Shares Held
25,000
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026ELEVATE WEALTH ADVISORY, INC holds $301,250 across 1 Asset Management name. RQI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
This page
|
25,000 | $301,250 |
All Filings in RQI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $301,250 | 25,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $285,500 | 25,000 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||