AAS
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Avantax Advisory Services’s Cohen & Steers CNS Stock Holding History

Avantax Advisory Services’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
Q2 		$451K Buy
5,983
+160
+3% +$12.3K ﹤0.01% 1645
2025
Q1 		$467K Buy
5,823
+129
+2% +$11K ﹤0.01% 1546
2024
Q4 		$526K Sell
5,694
-279
-5% -$27.6K ﹤0.01% 1409
2024
Q3 		$573K Buy
5,973
+584
+11% +$49.7K ﹤0.01% 1325
2024
Q2 		$391K Buy
+5,389
New +$383K ﹤0.01% 1530

Other funds holding CNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Avantax Advisory Services's CNS Position: Q2 2025 in Review

Avantax Advisory Services increased its Cohen & Steers (CNS) stake by 2.7% in Q2 2025, buying an estimated $12.3K and bringing the position to 5,983 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Avantax Advisory Services first reported a position in CNS in Q2 2024 and has held it in 5 quarters since. The position peaked at $573K in Q3 2024. 287 funds tracked by Wall St. Rank hold CNS as of Q2 2025.

  • Avantax Advisory Services held 5,983 shares of Cohen & Steers worth $451K as of Q2 2025.
  • Avantax Advisory Services bought 160 Cohen & Steers shares in Q2 2025, an estimated $12.3K.
  • Cohen & Steers made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1645 holding.
  • Avantax Advisory Services first reported a position in Cohen & Steers in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Cohen & Steers position peaked at $573K in Q3 2024.
  • 287 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.