Monument Capital Management’s Cohen & Steers CNS Stock Holding History

Monument 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 Q3	–	Sell	-3,642	Closed	-$274K	–	234
2025 Q2	$274K	Buy	+3,642	New	+$280K	0.07%	177
2025 Q1	–	Sell	-2,998	Closed	-$277K	–	202
2024 Q4	$277K	Buy	2,998 +186	+7%	+$18.4K	0.08%	163
2024 Q3	$270K	Buy	+2,812	New	+$239K	0.07%	163

Other funds holding CNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monument Capital Management's CNS Position: Q3 2025 in Review

Monument Capital Management sold out of Cohen & Steers (CNS) in Q3 2025, closing a stake of 3,642 shares — an estimated $274K sold.

Monument Capital Management first reported a position in CNS in Q3 2024 and held it in 3 quarters. The position peaked at $277K in Q4 2024. 287 funds tracked by Wall St. Rank hold CNS as of Q3 2025.

Monument Capital Management reported no remaining Cohen & Steers position as of Q3 2025 after selling out during the quarter.
Monument Capital Management sold 3,642 Cohen & Steers shares in Q3 2025, an estimated $274K.
Monument Capital Management first reported a position in Cohen & Steers in Q3 2024 and held it in 3 quarters.
Monument Capital Management's Cohen & Steers position peaked at $277K in Q4 2024.
287 funds tracked by Wall St. Rank held Cohen & Steers as of Q3 2025.

Based on Monument Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.