CIBC Private Wealth Group’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

CIBC Private Wealth Group’s Portfolio UTF Stock Details UTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$120K	Buy	4,988 +40	+0.8%	+$960	﹤0.01%	1424
2025 Q3	$123K	Buy	4,948 +53	+1%	+$1.39K	﹤0.01%	1403
2025 Q2	$132K	Buy	4,895 +2,406	+97%	+$61.3K	﹤0.01%	1281
2025 Q1	$56.3K	Buy	2,489 +538	+28%	+$13.2K	﹤0.01%	1592
2024 Q4	$46.7K	Buy	1,951 +36	+2%	+$905	﹤0.01%	1704
2024 Q3	$49.9K	Buy	1,915 +35	+2%	+$858	﹤0.01%	1776
2024 Q2	$43.4K	Sell	1,880 -220	-10%	-$5.06K	﹤0.01%	1729
2024 Q1	$49.9K	Buy	+2,100	New	+$46.1K	﹤0.01%	1684
2018 Q3	–	Sell	-827	Closed	-$19K	–	1690
2018 Q2	$19K	Sell	827 -2,983	-78%	-$65.9K	﹤0.01%	1421
2018 Q1	$82K	Sell	3,810 -477	-11%	-$10.7K	﹤0.01%	1056
2017 Q4	$103K	Buy	+4,287	New	+$99.4K	﹤0.01%	1035

Other funds holding UTF

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC Private Wealth Group's UTF Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Cohen & Steers Infrastructure Fund (UTF) stake by 0.81% in Q4 2025, buying an estimated $960 and bringing the position to 4,988 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

CIBC Private Wealth Group first reported a position in UTF in Q4 2017 and has held it in 11 quarters since. The position peaked at $132K in Q2 2025. 247 funds tracked by Wall St. Rank hold UTF as of Q4 2025.

CIBC Private Wealth Group held 4,988 shares of Cohen & Steers Infrastructure Fund worth $120K as of Q4 2025.
CIBC Private Wealth Group bought 40 Cohen & Steers Infrastructure Fund shares in Q4 2025, an estimated $960.
Cohen & Steers Infrastructure Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1424 holding.
CIBC Private Wealth Group first reported a position in Cohen & Steers Infrastructure Fund in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's Cohen & Steers Infrastructure Fund position peaked at $132K in Q2 2025.
247 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.