Regatta Research & Money Management’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Regatta Research & Money Management’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	$45K	Buy	+1,630	New	+$43.8K	0.04%	276

Other funds holding UTF

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return

CWM

C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Regatta Research & Money Management's UTF Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Cohen & Steers Infrastructure Fund (UTF) in Q2 2026: 1,630 shares worth $45K. The stake represents 0.04% of the portfolio and ranks #276 among its holdings.

208 funds tracked by Wall St. Rank hold UTF as of Q2 2026.

Regatta Research & Money Management held 1,630 shares of Cohen & Steers Infrastructure Fund worth $45K as of Q2 2026.
Cohen & Steers Infrastructure Fund was a new Regatta Research & Money Management position in Q2 2026.
Cohen & Steers Infrastructure Fund made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #276 holding.
208 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.