Corient Private Wealth
CNS icon

Corient Private Wealth’s Cohen & Steers CNS Stock Holding History

Corient Private Wealth’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
Q1 		$817K Buy
+13,057
New +$852K ﹤0.01% 1763
2025
Q3 		– Sell
-3,084
Closed -$232K – 2580
2025
Q2 		$232K Sell
3,084
-120
-4% -$9.22K ﹤0.01% 2144
2025
Q1 		$257K Buy
3,204
+331
+12% +$28.2K ﹤0.01% 1939
2024
Q4 		$265K Buy
2,873
+24
+0.8% +$2.37K ﹤0.01% 1959
2024
Q3 		$273K Sell
2,849
-35
-1% -$2.98K ﹤0.01% 2054
2024
Q2 		$209K Buy
2,884
+50
+2% +$3.56K ﹤0.01% 2105
2024
Q1 		$218K Buy
2,834
+20
+0.7% +$1.43K ﹤0.01% 2060
2023
Q4 		$213K Buy
+2,814
New +$169K ﹤0.01% 2040
2023
Q2 		– Sell
-5,646
Closed -$361K – 2090
2023
Q1 		$361K Buy
5,646
+2,511
+80% +$175K ﹤0.01% 1518
2022
Q4 		$202K Buy
+3,135
New +$197K ﹤0.01% 1488

Other funds holding CNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Corient Private Wealth's CNS Position: Q1 2026 in Review

Corient Private Wealth opened a new position in Cohen & Steers (CNS) in Q1 2026: 13,057 shares worth $817K. The stake represents ﹤0.01% of the portfolio and ranks #1763 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in CNS as recently as Q2 2025.

Corient Private Wealth first reported a position in CNS in Q4 2022 and has held it in 10 quarters since. 294 funds tracked by Wall St. Rank hold CNS as of Q1 2026.

  • Corient Private Wealth held 13,057 shares of Cohen & Steers worth $817K as of Q1 2026.
  • Cohen & Steers was a new Corient Private Wealth position in Q1 2026.
  • Cohen & Steers made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1763 holding.
  • Corient Private Wealth first reported a position in Cohen & Steers in Q4 2022 and has held it in 10 quarters since.
  • 294 funds tracked by Wall St. Rank held Cohen & Steers as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.