Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 54 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CAPITAL SOUTHWEST CORP | 22,879.714 | reported | 01 Jun 2026 | tx 23+18,291 |
| COHEN & STEERS INFRASTRUCTURE FUND INC | 1,246.81 | reported | 31 Dec 2025 | tx 11+1,246.81 |
| COHEN & STEERS QUALITY INCOME REALTY FUND INC | 1,218.78 | reported | 31 Dec 2025 | tx 10+1,218.79 |
| Cohen & Steers Closed-End Opportunity Fund, Inc. | 1,030.87 | reported | 31 Dec 2025 | tx 8+1,030.87 |
| COHEN & STEERS TOTAL RETURN REALTY FUND INC | 1,007.75 | reported | 31 Dec 2025 | tx 9+1,007.75 |
| Cohen & Steers Real Estate Opportunities & Income Fund | 937.43 | reported | 31 Dec 2025 | tx 8+937.42 |
| COHEN & STEERS REIT & PREFERRED & INCOME FUND INC | 753.41 | reported | 31 Dec 2025 | tx 10+753.4 |
| Cohen & Steers Select Preferred & Income Fund, Inc. | 707.75 | reported | 31 Dec 2025 | tx 8+707.75 |
| Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 635.6 | reported | 31 Dec 2025 | tx 9+635.61 |
| Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 594.56 | reported | 31 Oct 2023 | tx 6+594.56 |