Coastal Bridge Advisors’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Coastal Bridge Advisors’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
2026 Q2	$763K	Buy	27,655 +85	+0.3%	+$2.28K	0.05%	261
2026 Q1	$714K	Buy	27,570 +5	+0%	+$129	0.05%	260
2025 Q4	$665K	Buy	27,565 +5	+0%	+$120	0.05%	269
2025 Q3	$683K	Buy	27,560 +5	+0%	+$131	0.05%	255
2025 Q2	$743K	Buy	27,555 +4	+0%	+$102	0.06%	238
2025 Q1	$704K	Buy	+27,551	New	+$674K	0.06%	237

Other funds holding UTF

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 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

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 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

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Coastal Bridge Advisors's UTF Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Cohen & Steers Infrastructure Fund (UTF) stake by 0.31% in Q2 2026, buying an estimated $2.28K and bringing the position to 27,655 shares worth $763K. The position accounts for 0.05% of the portfolio, ranked #261.

Coastal Bridge Advisors first reported a position in UTF in Q1 2025 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold UTF as of Q2 2026.

Coastal Bridge Advisors held 27,655 shares of Cohen & Steers Infrastructure Fund worth $763K as of Q2 2026.
Coastal Bridge Advisors bought 85 Cohen & Steers Infrastructure Fund shares in Q2 2026, an estimated $2.28K.
Cohen & Steers Infrastructure Fund made up 0.05% of Coastal Bridge Advisors's portfolio in Q2 2026, its #261 holding.
Coastal Bridge Advisors first reported a position in Cohen & Steers Infrastructure Fund in Q1 2025 and has held it in 6 quarters since.
257 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.