Samalin Investment Counsel’s Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 UTF.RT Stock Holding History

Samalin Investment Counsel’s Portfolio UTF.RT Stock Details UTF.RT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-23,763	Closed	-$1.85K	–	344
2025 Q3	$1.85K	Buy	+23,763	New	+$1.79K	﹤0.01%	328

Other funds holding UTF.RT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Samalin Investment Counsel's UTF.RT Position: Q4 2025 in Review

Samalin Investment Counsel sold out of Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 (UTF.RT) in Q4 2025, closing a stake of 23,763 shares — an estimated $1.85K sold.

Samalin Investment Counsel first reported a position in UTF.RT in Q3 2025 and held it in 1 quarter. The position peaked at $1.85K in Q3 2025. 1 fund tracked by Wall St. Rank holds UTF.RT as of Q4 2025.

Samalin Investment Counsel reported no remaining Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position as of Q4 2025 after selling out during the quarter.
Samalin Investment Counsel sold 23,763 Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 shares in Q4 2025, an estimated $1.85K.
Samalin Investment Counsel first reported a position in Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 in Q3 2025 and held it in 1 quarter.
Samalin Investment Counsel's Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 position peaked at $1.85K in Q3 2025.
1 fund tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025 as of Q4 2025.

Based on Samalin Investment Counsel's 13F filing for Q4 2025, filed 30 Jan 2026.