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COHEN & STEERS, INC.

Position in GUG — Guggenheim Active Allocation Fund

CIK 1284812 NEW YORK, NY

Position in GUG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$13,793,121
+$884,294 QoQ
Shares Held
863,149
+1.8% QoQ
Ownership
2.62%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4
of 46 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in GUG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

COHEN & STEERS, INC. holds $545,683,064 across 122 Asset Management names. GUG ranks #10 (2.5% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in GUG

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,793,121 863,149
2026-03-31 $12,908,827 848,149
2025-12-31 $11,469,124 748,149
2025-09-30 $11,671,124 748,149
2025-06-30 $11,591,570 741,149
2025-03-31 $11,093,765 736,149
2024-12-31 $11,690,035 786,149
2024-09-30 $15,627,354 944,251
2024-06-30 $14,097,667 944,251
2024-03-31 $13,772,252 936,251
2023-12-31 $13,578,839 926,251
2023-09-30 $12,504,388 926,251
2023-06-30 $12,782,927 890,176
2023-03-31 $9,855,027 701,925
2022-12-31 $7,910,321 588,128
2022-09-30 $6,058,867 470,044
2022-06-30 $4,163,354 293,194
2022-03-31 $2,230,326 130,200