ECM
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Evergreen Capital Management’s Cohen & Steers CNS Stock Holding History

Evergreen Capital Management’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
2025
Q1 		– Sell
-2,232
Closed -$206K – 1113
2024
Q4 		$206K Buy
+2,232
New +$221K 0.01% 981

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Evergreen Capital Management's CNS Position: Q1 2025 in Review

Evergreen Capital Management sold out of Cohen & Steers (CNS) in Q1 2025, closing a stake of 2,232 shares — an estimated $206K sold.

Evergreen Capital Management first reported a position in CNS in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 293 funds tracked by Wall St. Rank hold CNS as of Q1 2025.

  • Evergreen Capital Management reported no remaining Cohen & Steers position as of Q1 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 2,232 Cohen & Steers shares in Q1 2025, an estimated $206K.
  • Evergreen Capital Management first reported a position in Cohen & Steers in Q4 2024 and held it in 1 quarter.
  • Evergreen Capital Management's Cohen & Steers position peaked at $206K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held Cohen & Steers as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.