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Wealthspire Advisors (New York)’s Cohen & Steers CNS Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-114
Closed -$7.48K – 1395
2025
Q3 		$7.48K Buy
+114
New +$8.35K ﹤0.01% 2162

Other funds holding CNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Wealthspire Advisors (New York)'s CNS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Cohen & Steers (CNS) in Q4 2025, closing a stake of 114 shares — an estimated $7.48K sold.

Wealthspire Advisors (New York) first reported a position in CNS in Q3 2025 and held it in 1 quarter. The position peaked at $7.48K in Q3 2025. 284 funds tracked by Wall St. Rank hold CNS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Cohen & Steers position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 114 Cohen & Steers shares in Q4 2025, an estimated $7.48K.
  • Wealthspire Advisors (New York) first reported a position in Cohen & Steers in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Cohen & Steers position peaked at $7.48K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Cohen & Steers as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.