Belpointe Asset Management’s Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 UTF.RT Stock Holding History

Belpointe Asset Management’s Portfolio UTF.RT Stock Details UTF.RT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,432	Closed	-$970	–	1126
2025 Q3	$970	Buy	+12,432	New	+$937	﹤0.01%	981

Other funds holding UTF.RT

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Belpointe Asset Management's UTF.RT Position: Q4 2025 in Review

Belpointe Asset Management sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 12,432 shares — an estimated $970 sold.

Belpointe Asset Management first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $970 in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

Belpointe Asset Management reported no remaining Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 12,432 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $970.
Belpointe Asset Management first reported a position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 in Q3 2025 and held it in 1 quarter.
Belpointe Asset Management's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $970 in Q3 2025.
1 fund tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.