Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘23
2226
5 6 1 96.3%
2227
5 32 27 37.2%
2228
5 80 75 48.8%
SAMG icon
2229
Silvercrest Asset Management
SAMG
$125M
5 31 26 9.35%
2230
5 13 8 49.3%
2231
5 13 8 28.9%
2232
5 19 14 287%
2233
5 38 33 13.5%
2234
5 12 7 54.9%
2235
5 33 28 2.15%
PTA icon
2236
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.09B
5 15 10 9%
2237
5 19 14 67.5%
2238
5 17 12 16.8%
2239
5 5 0 22.6%
2240
5 8 3 52.7%
2241
5 22 17 0.24%
2242
5 23 18 20%
2243
5 29 24 33.3%
2244
5 37 32 27.5%
2245
5 15 10 54.3%
2246
5 6 1 28.4%
2247
5 35 30 18.9%
2248
5 25 20 27.4%
2249
5 13 8 7.09%
2250
5 7 2 12.7%