WI
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Westbourne Investments’s Cohen & Steers CNS Stock Holding History

Westbourne Investments’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
-5,900
Closed -$253K – 146
2025
Q3 		$253K Buy
+5,900
New +$432K 0.12% 112

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 $481B AUM 30.42% 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

Westbourne Investments's CNS Position: Q4 2025 in Review

Westbourne Investments sold out of Cohen & Steers (CNS) in Q4 2025, closing a stake of 5,900 shares — an estimated $253K sold.

Westbourne Investments first reported a position in CNS in Q3 2025 and held it in 1 quarter. The position peaked at $253K in Q3 2025. 284 funds tracked by Wall St. Rank hold CNS as of Q4 2025.

  • Westbourne Investments reported no remaining Cohen & Steers position as of Q4 2025 after selling out during the quarter.
  • Westbourne Investments sold 5,900 Cohen & Steers shares in Q4 2025, an estimated $253K.
  • Westbourne Investments first reported a position in Cohen & Steers in Q3 2025 and held it in 1 quarter.
  • Westbourne Investments's Cohen & Steers position peaked at $253K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Cohen & Steers as of Q4 2025.

Based on Westbourne Investments's 13F filing for Q4 2025, filed 22 Jan 2026.