UTF β€” COHEN & STEERS INFRASTRUCTUR

Ownership history in Investors Research Corp  Β·  4 quarters on record

AI Ownership Summary

Investors Research Corp reported COHEN & STEERS INFRASTRUCTUR (UTF) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows UTF at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UTF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investors Research Corp's position in COHEN & STEERS INFRASTRUCTUR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UTF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Investors Research Corp held UTF β€” position size vs. price
% of Fund (quarterly)    UTF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,608 β€” 0% 0.01% $42K 2026-05-15 (Est.) $26.19
2025 Q4 UNCHANGED 1,608 β€” 0% 0.01% $39K 2026-01-06 $23.86
2025 Q3 UNCHANGED 1,608 β€” 0% 0.01% $40K 2025-10-02 $23.48
2025 Q2 INITIATED 1,608 β€” β€” 0.01% $43K 2025-07-07 $25.45

🏒 Other funds also holding UTF

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.2%

FAQ About Investors Research Corp and UTF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Investors Research Corp reported owning UTF?

Investors Research Corp reported UTF across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported UTF position in Investors Research Corp's portfolio?

The largest reported portfolio weight for UTF was 0.01% in 2025 Q2.

What is the latest reported UTF position on this page?

The most recent filing on this page is 2026 Q1, when Investors Research Corp reported 1,608 shares, equal to 0.01% of portfolio, with an estimated market value of $42K.

What does the chart on this UTF ownership page compare?

The chart compares Investors Research Corp's quarterly UTF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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