Essential Partners’s Cohen & Steers CNS Stock Holding History

Essential Partners’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 Q3	$29.4K	Sell	402 -10	-2%	-$794	0.01%	787
2026 Q2	$31.4K	Buy	412 +84	+26%	+$5.94K	0.01%	748
2026 Q1	$20.5K	Buy	328 +303	+1,212%	+$19.8K	0.01%	913
2025 Q4	$1.57K	Buy	25 +16	+178%	+$1.04K	﹤0.01%	1879
2025 Q3	$590	Buy	9 +5	+125%	+$366	﹤0.01%	2165
2025 Q2	$301	Buy	+4	New	+$307	﹤0.01%	1844

Other funds holding CNS

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Essential Partners's CNS Position: Q3 2026 in Review

Essential Partners reduced its Cohen & Steers (CNS) stake by 2.4% in Q3 2026, selling an estimated $794 and leaving 402 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #787.

Essential Partners first reported a position in CNS in Q2 2025 and has held it in 6 quarters since. The position peaked at $31.4K in Q2 2026. 54 funds tracked by Wall St. Rank hold CNS as of Q3 2026.

Essential Partners held 402 shares of Cohen & Steers worth $29.4K as of Q3 2026.
Essential Partners sold 10 Cohen & Steers shares in Q3 2026, an estimated $794.
Cohen & Steers made up 0.01% of Essential Partners's portfolio in Q3 2026, its #787 holding.
Essential Partners first reported a position in Cohen & Steers in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Cohen & Steers position peaked at $31.4K in Q2 2026.
54 funds tracked by Wall St. Rank held Cohen & Steers as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.