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Cohen & Steers infrastucture Fund shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Cohen & Steers infrastucture Fund (UTF) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Cohen & Steers infrastucture Fund

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All positions including Cohen & Steers infrastucture Fund held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers infrastucture Fund by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $304k 12k 24.80
2025-06-30 $331k 12k 26.95
2025-03-31 $211k 8.3k 25.55

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View all positions for Walled Lake Planning & Wealth Management

Top funds holding Cohen & Steers infrastucture Fund

Paralel Advisors
Morgan Stanley
McGowan Group Asset Management
Wells Fargo & Company
UBS Group
Raymond James Financial
Royal Bank of Canada
LPL Financial
Stifel Financial
Rocky Mountain Advisers
Cornerstone Advisors
Boothbay Fund Management
Alpine Partners VI
Bedell Investment Counselling
Advisor Group Holdings

View all funds holding Cohen & Steers infrastucture Fund