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Baron Wealth Management’s Cohen & Steers CNS Stock Holding History

Baron Wealth Management’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
2026
Q2 		$464K Buy
6,100
+1,230
+25% +$87K 0.12% 119
2026
Q1 		$305K Buy
+4,870
New +$318K 0.09% 177
2025
Q2 		– Sell
-3,502
Closed -$281K – 252
2025
Q1 		$281K Buy
+3,502
New +$299K 0.12% 142

Other funds holding CNS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Baron Wealth Management's CNS Position: Q2 2026 in Review

Baron Wealth Management increased its Cohen & Steers (CNS) stake by 25% in Q2 2026, buying an estimated $87K and bringing the position to 6,100 shares worth $464K. The position accounts for 0.12% of the portfolio, ranked #119.

Baron Wealth Management first reported a position in CNS in Q1 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Baron Wealth Management held 6,100 shares of Cohen & Steers worth $464K as of Q2 2026.
  • Baron Wealth Management bought 1,230 Cohen & Steers shares in Q2 2026, an estimated $87K.
  • Cohen & Steers made up 0.12% of Baron Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Baron Wealth Management first reported a position in Cohen & Steers in Q1 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.