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Salomon & Ludwin’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Salomon & Ludwin’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
Q1 		$46.1K Hold
1,768
– – ﹤0.01% 519
2025
Q4 		$42.9K Sell
1,768
-65
-4% -$1.56K ﹤0.01% 453
2025
Q3 		$45.2K Sell
1,833
-46
-2% -$1.21K ﹤0.01% 408
2025
Q2 		$50.9K Hold
1,879
– – 0.01% 264
2025
Q1 		$48K Hold
1,879
– – 0.01% 257
2024
Q4 		$45.2K Hold
1,879
– – ﹤0.01% 257
2024
Q3 		$48.9K Sell
1,879
-46
-2% -$1.13K 0.01% 262
2024
Q2 		$43.3K Hold
1,925
– – ﹤0.01% 273
2024
Q1 		$45.4K Buy
1,925
+1,525
+381% +$33.5K ﹤0.01% 370
2023
Q4 		$7.83K Hold
400
– – ﹤0.01% 523
2023
Q3 		$7.83K Buy
+400
New +$8.82K ﹤0.01% 521

Other funds holding UTF

PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Salomon & Ludwin's UTF Position: Q1 2026 in Review

Salomon & Ludwin held its Cohen & Steers Infrastructure Fund (UTF) position steady in Q1 2026 at 1,768 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Salomon & Ludwin first reported a position in UTF in Q3 2023 and has held it in 11 quarters since. The position peaked at $50.9K in Q2 2025. 247 funds tracked by Wall St. Rank hold UTF as of Q1 2026.

  • Salomon & Ludwin held 1,768 shares of Cohen & Steers Infrastructure Fund worth $46.1K as of Q1 2026.
  • Salomon & Ludwin left its Cohen & Steers Infrastructure Fund share count unchanged in Q1 2026.
  • Cohen & Steers Infrastructure Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #519 holding.
  • Salomon & Ludwin first reported a position in Cohen & Steers Infrastructure Fund in Q3 2023 and has held it in 11 quarters since.
  • Salomon & Ludwin's Cohen & Steers Infrastructure Fund position peaked at $50.9K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.