JWM
CNS icon

JPL Wealth Management’s Cohen & Steers CNS Stock Holding History

JPL Wealth 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
2026
Q1 		$3.44K Buy
+55
New +$3.59K ﹤0.01% 791
2025
Q4 		– Sell
-35
Closed -$2.3K – 320
2025
Q3 		$2.3K Buy
+35
New +$2.56K ﹤0.01% 832

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

JPL Wealth Management's CNS Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Cohen & Steers (CNS) in Q1 2026: 55 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CNS as recently as Q3 2025.

JPL Wealth Management first reported a position in CNS in Q3 2025 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold CNS as of Q1 2026.

  • JPL Wealth Management held 55 shares of Cohen & Steers worth $3.44K as of Q1 2026.
  • Cohen & Steers was a new JPL Wealth Management position in Q1 2026.
  • Cohen & Steers made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #791 holding.
  • JPL Wealth Management first reported a position in Cohen & Steers in Q3 2025 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Cohen & Steers as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.