Atria Investments’s Cohen & Steers CNS Stock Holding History

Atria Investments’s Portfolio CNS Stock Details CNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,872	Closed	-$320K	–	2041
2025 Q3	$320K	Sell	4,872 -343	-7%	-$25.1K	﹤0.01%	1686
2025 Q2	$393K	Sell	5,215 -166	-3%	-$12.8K	﹤0.01%	1555
2025 Q1	$432K	Sell	5,381 -157	-3%	-$13.4K	0.01%	1432
2024 Q4	$511K	Sell	5,538 -1,062	-16%	-$105K	0.01%	1318
2024 Q3	$633K	Sell	6,600 -121	-2%	-$10.3K	0.01%	1213
2024 Q2	$488K	Buy	+6,721	New	+$478K	0.01%	1315

Other funds holding CNS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Atria Investments's CNS Position: Q4 2025 in Review

Atria Investments sold out of Cohen & Steers (CNS) in Q4 2025, closing a stake of 4,872 shares — an estimated $320K sold.

Atria Investments first reported a position in CNS in Q2 2024 and held it in 6 quarters. The position peaked at $633K in Q3 2024. 284 funds tracked by Wall St. Rank hold CNS as of Q4 2025.

Atria Investments reported no remaining Cohen & Steers position as of Q4 2025 after selling out during the quarter.
Atria Investments sold 4,872 Cohen & Steers shares in Q4 2025, an estimated $320K.
Atria Investments first reported a position in Cohen & Steers in Q2 2024 and held it in 6 quarters.
Atria Investments's Cohen & Steers position peaked at $633K in Q3 2024.
284 funds tracked by Wall St. Rank held Cohen & Steers as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.