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Ramona Lynn Rogers-windsor

UTF
DIRECTOR · COHEN & STEERS INFRASTRUCTURE FUND INC · CIK 0001850860
FILING MIX · LIFETIME100%/0%
BUYS
59
SELLS
0
TOTAL VALUE
$320.5K
COMPANIES
10
ACTIVE SINCE
Apr 2021
HOLDINGS NOW
29,654
AVG SELL PX
—
TRADE KIND
SHOWING 59 / 59
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
52 backtested trades · 8 horizons · 7 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Ramona Lynn Rogers-windsor, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d52+48.08%-0.15%+0.36%-0.52%-0.36%-1.64
14d52+53.85%+0.13%+0.84%-0.71%-1.07%-1.36
30d52+57.69%+1.59%+1.59%+0.00%+0.31%0.00
60d52+61.54%+1.66%+3.13%-1.47%-1.99%-2.03
90d52+46.15%-1.46%+0.89%-2.35%-2.45%-2.72
180d52+44.23%-2.69%+2.41%-5.10%-3.73%-4.66
1y52(1 pending)+27.45%-6.48%+7.11%-13.60%-9.81%-7.86
2y52(6 pending)+45.65%-0.55%+30.63%-31.18%-31.01%-12.39
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
UTF · 999.894 shares · as of Oct 16, 2025
02505007501,0002022202320242025SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 59 buys / 0 sellsCOVERAGE · 21 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
210.962$23.70$5.0K23,090.676Jun 30, 2026Jun 30, 2026 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
213$23.42$5.0K22,879.714Jun 1, 2026Jun 1, 2026 ↗View →
UTF
COHEN & STEERS INFRASTRUCTURE FUND INC
PURCHASEGRANT
Stock grant
150$23.56$3.5K999.894Oct 16, 2025Oct 20, 2025 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
463$21.55$10.0K21,612.249Oct 1, 2025Oct 1, 2025 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASEGRANT
Stock grant
2,193——20,828.143Aug 12, 2025Aug 13, 2025 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
471$21.19$10.0K18,091.515Jun 23, 2025Jun 23, 2025 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
450$22.52$10.1K17,237.81Mar 26, 2025Mar 26, 2025 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
250$22.67$5.7K16,406.994Dec 12, 2024Dec 12, 2024 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
500$23.07$11.5K16,156.994Nov 7, 2024Nov 7, 2024 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
250$25.03$6.3K15,363.148Sep 16, 2024Sep 16, 2024 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASEGRANT
Stock grant
2,090——15,113.148Aug 9, 2024Aug 13, 2024 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
200$26.13$5.2K12,798.24Jun 28, 2024Jun 28, 2024 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
500$25.65$12.8K12,598.24May 23, 2024May 23, 2024 ↗View →
RLTY
COHEN & STEERS REAL ESTATE OPPORTUNITIES & INCOME FUND
PURCHASE
220$13.60$3.0K790.079May 6, 2024May 7, 2024 ↗View →
PSF
COHEN & STEERS SELECT PREFERRED & INCOME FUND, INC.
PURCHASE
154$19.41$3.0K910.558May 6, 2024May 7, 2024 ↗View →
FOF
COHEN & STEERS CLOSED-END OPPORTUNITY FUND, INC.
PURCHASE
426$11.72$5.0K880.93May 6, 2024May 7, 2024 ↗View →
RQI
COHEN & STEERS QUALITY INCOME REALTY FUND INC
PURCHASE
267$11.20$3.0K1,046.574May 6, 2024May 7, 2024 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
500$23.29$11.6K11,663.961Dec 21, 2023Dec 21, 2023 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
500$21.67$10.8K11,163.961Nov 2, 2023Nov 2, 2023 ↗View →
PTA
COHEN & STEERS TAX-ADVANTAGED PREFERRED SECURITIES & INCOME FUND
PURCHASE
115$17.27$2.0K561.94Oct 11, 2023Oct 13, 2023 ↗View →
UTF
COHEN & STEERS INFRASTRUCTURE FUND INC
PURCHASE
253$19.67$5.0K737.555Oct 11, 2023Oct 13, 2023 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASEGRANT
Stock grant
2,240——10,462.131Aug 10, 2023Aug 14, 2023 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
500$19.69$9.8K7,907.029Feb 6, 2023Feb 6, 2023 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
500$18.97$9.5K7,262.084Nov 4, 2022Nov 4, 2022 ↗View →
RFI
COHEN & STEERS TOTAL RETURN REALTY FUND INC
PURCHASE
150$12.97$1.9K571.44Oct 4, 2022Oct 6, 2022 ↗View →
RNP
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC
PURCHASE
100$20.87$2.1K450.798Oct 4, 2022Oct 6, 2022 ↗View →
FOF
COHEN & STEERS CLOSED-END OPPORTUNITY FUND, INC.
PURCHASE
200$10.35$2.1K400Oct 4, 2022Oct 6, 2022 ↗View →
UTF
COHEN & STEERS INFRASTRUCTURE FUND INC
PURCHASE
85$24.53$2.1K460.963Oct 4, 2022Oct 6, 2022 ↗View →
RQI
COHEN & STEERS QUALITY INCOME REALTY FUND INC
PURCHASE
150$12.06$1.8K671.462Oct 4, 2022Oct 6, 2022 ↗View →
RLTY
COHEN & STEERS REAL ESTATE OPPORTUNITIES & INCOME FUND
PURCHASE
150$14.09$2.1K500Oct 4, 2022Oct 6, 2022 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASEGRANT
Stock grant
2,421——6,636.007Aug 10, 2022Aug 12, 2022 ↗View →
RNP
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC
PURCHASE
100$21.18$2.1K350.798Jun 30, 2022Jul 5, 2022 ↗View →
RLTY
COHEN & STEERS REAL ESTATE OPPORTUNITIES & INCOME FUND
PURCHASE
100$15.85$1.6K350Jun 30, 2022Jul 5, 2022 ↗View →
FOF
COHEN & STEERS CLOSED-END OPPORTUNITY FUND, INC.
PURCHASE
100$10.65$1.1K200Jun 30, 2022Jul 5, 2022 ↗View →
RQI
COHEN & STEERS QUALITY INCOME REALTY FUND INC
PURCHASE
100$13.46$1.3K521.462Jun 30, 2022Jul 5, 2022 ↗View →
LDP
COHEN & STEERS LTD DURATION PREFERRED & INCOME FUND, INC.
PURCHASE
100$19.52$2.0K350.928Jun 30, 2022Jul 5, 2022 ↗View →
UTF
COHEN & STEERS INFRASTRUCTURE FUND INC
PURCHASE
100$25.07$2.5K375.963Jun 30, 2022Jul 5, 2022 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
850$18.57$15.8K4,129.651Jun 22, 2022Jun 22, 2022 ↗View →
RLTY
COHEN & STEERS REAL ESTATE OPPORTUNITIES & INCOME FUND
PURCHASE
250$19.72$4.9K250Apr 6, 2022Apr 7, 2022 ↗View →
FOF
COHEN & STEERS CLOSED-END OPPORTUNITY FUND, INC.
PURCHASE
100$12.53$1.3K100Apr 6, 2022Apr 7, 2022 ↗View →
PSF
COHEN & STEERS SELECT PREFERRED & INCOME FUND, INC.
PURCHASE
100$22.86$2.3K285Apr 6, 2022Apr 7, 2022 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
750$23.81$17.9K3,229.966Mar 30, 2022Mar 30, 2022 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
800$25.05$20.0K2,479.966Dec 29, 2021Jan 24, 2022 ↗View →
UTF
COHEN & STEERS INFRASTRUCTURE FUND INC
PURCHASE
100$27.54$2.8K275Dec 17, 2021Dec 21, 2021 ↗View →
PSF
COHEN & STEERS SELECT PREFERRED & INCOME FUND, INC.
PURCHASE
185$26.98$5.0K185Dec 17, 2021Dec 21, 2021 ↗View →
RFI
COHEN & STEERS TOTAL RETURN REALTY FUND INC
PURCHASE
120$16.46$2.0K420Dec 17, 2021Dec 21, 2021 ↗View →
LDP
COHEN & STEERS LTD DURATION PREFERRED & INCOME FUND, INC.
PURCHASE
75$26.14$2.0K250Dec 17, 2021Dec 21, 2021 ↗View →
RNP
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC
PURCHASE
75$27.06$2.0K250Dec 17, 2021Dec 21, 2021 ↗View →
RQI
COHEN & STEERS QUALITY INCOME REALTY FUND INC
PURCHASE
120$17.07$2.0K420Dec 17, 2021Dec 21, 2021 ↗View →
PTA
COHEN & STEERS TAX-ADVANTAGED PREFERRED SECURITIES & INCOME FUND
PURCHASE
100$23.73$2.4K300Dec 17, 2021Dec 21, 2021 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
800$25.55$20.4K1,650Sep 30, 2021Jan 24, 2022 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
200$26.40$5.3K850Aug 16, 2021Jan 24, 2022 ↗View →
RNP
COHEN & STEERS REIT & PREFERRED & INCOME FUND INC
PURCHASE
175$27.20$4.8K175Jul 1, 2021Jul 1, 2021 ↗View →
LDP
COHEN & STEERS LTD DURATION PREFERRED & INCOME FUND, INC.
PURCHASE
175$27.55$4.8K175Jul 1, 2021Jul 1, 2021 ↗View →
RQI
COHEN & STEERS QUALITY INCOME REALTY FUND INC
PURCHASE
300$15.75$4.7K300Jul 1, 2021Jul 1, 2021 ↗View →
CSWC
CAPITAL SOUTHWEST CORP
PURCHASE
650$23.57$15.3K650Jun 30, 2021Jan 24, 2022 ↗View →
RFI
COHEN & STEERS TOTAL RETURN REALTY FUND INC
PURCHASE
300$14.85$4.5K300Apr 1, 2021Apr 1, 2021 ↗View →
PTA
COHEN & STEERS TAX-ADVANTAGED PREFERRED SECURITIES & INCOME FUND
PURCHASE
200$24.90$5.0K200Apr 1, 2021Apr 1, 2021 ↗View →
UTF
COHEN & STEERS INFRASTRUCTURE FUND INC
PURCHASE
175$28.20$4.9K175Apr 1, 2021Apr 1, 2021 ↗View →
Other insiders · UTF
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About this filer
CIK 0001850860
ROLE
Director
PRIMARY
UTF
COMPANIES
10
ACTIVE SINCE
Apr 2021
MARKETPEEL · /INSIDER/0001850860DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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