Rooted Wealth Advisors, Inc.

SEC CIK: 0001963732
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

RQI holding history

Cohen & Steers Quality Income Realty Fund Inc in every 13F filed by Rooted Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RQI overview All 13F holders of RQI Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q3 2025

Holdings of RQI by Rooted Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−11,125−100.0%	Sold out	Holders
Q3 2025	11,125	$138.5K	<0.1%	+11,125	New	Holders