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Who

Ramona Lynn Rogers-Windsor

Director

Company insider

Files Form 4 as: Director, Capital Southwest; Director, Cohen & Steers Quality Income Realty Fund; Director, Cohen & Steers Real Estate Opportunities and Income Fund; Director, Cohen & Steers Infrastructure Fund; Director, Cohen & Steers Limited Duration Preferred and Income Fund; Director, Cohen & Steers Select Preferred and Income Fund; Director, Cohen & Steers REIT and Preferred and Income Fund; Director, Cohen & Steers Total Return Realty Fund.

In numbers

Trades disclosed
109
Buys
59
Sells
0
Bought
$338K
Sold
$0
Companies
10
Companies where not an officer
10
First trade
1 Apr 2021
Last trade
10 Aug 2026
Last filed
11 Aug 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
CSWC Capital SouthwestDirector · Capital Markets & Asset Management · last 10 Aug 202620 buys · 0 sells
RQI Cohen & Steers Quality Income Realty FundDirector · Funds, Shells & SPACs · last 15 Jul 20265 buys · 0 sells
UTF Cohen & Steers Infrastructure FundDirector · Funds, Shells & SPACs · last 31 Dec 20255 buys · 0 sells
RNP Cohen & Steers REIT and Preferred and Income FundDirector · Funds, Shells & SPACs · last 31 Dec 20255 buys · 0 sells
FOF Cohen & Steers Closed-End Opportunity FundDirector · Funds, Shells & SPACs · last 31 Dec 20254 buys · 0 sells
LDP Cohen & Steers Limited Duration Preferred and Income FundDirector · Funds, Shells & SPACs · last 31 Dec 20254 buys · 0 sells
RLTY Cohen & Steers Real Estate Opportunities and Income FundDirector · Funds, Shells & SPACs · last 31 Dec 20254 buys · 0 sells
PSF Cohen & Steers Select Preferred and Income FundDirector · Funds, Shells & SPACs · last 31 Dec 20254 buys · 0 sells
RFI Cohen & Steers Total Return Realty FundDirector · Funds, Shells & SPACs · last 31 Dec 20254 buys · 0 sells
PTA Cohen & Steers Tax-Advantaged Preferred Securities and Income FundDirector · Funds, Shells & SPACs · last 31 Oct 20234 buys · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
02Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
10 Aug 2026filed 11 Aug 2026CSWC Capital SouthwestCapital Markets & Asset ManagementSEC FORM 4 Code A—1,989 at $0.00filing
10 Aug 2026filed 11 Aug 2026CSWC Capital SouthwestCapital Markets & Asset ManagementSEC FORM 4 Code A—1,989 at $0.00filing
15 Jul 2026filed 17 Jul 2026RQI Cohen & Steers Quality Income Realty FundFunds, Shells & SPACsSEC FORM 4 Code A$5,164425 at $12.15filing
15 Jul 2026filed 17 Jul 2026RQI Cohen & Steers Quality Income Realty FundFunds, Shells & SPACsSEC FORM 4 Code A$5,164425 at $12.15filing
30 Jun 2026filed 30 Jun 2026CSWC Capital SouthwestCapital Markets & Asset ManagementSEC FORM 4 Bought$5,000210.962 at $23.70filing
30 Jun 2026filed 30 Jun 2026CSWC Capital SouthwestCapital Markets & Asset ManagementSEC FORM 4 Bought$5,000210.96 at $23.70filing
1 Jun 2026filed 1 Jun 2026CSWC Capital SouthwestCapital Markets & Asset ManagementSEC FORM 4 Bought$4,988213 at $23.42filing
1 Jun 2026filed 1 Jun 2026CSWC Capital SouthwestCapital Markets & Asset ManagementSEC FORM 4 Bought$4,988213 at $23.42filing
31 Dec 2025filed 12 Feb 2026RLTY Cohen & Steers Real Estate Opportunities and Income FundFunds, Shells & SPACsSEC FORM 4 Code A—77.55 at $0.00filing
31 Dec 2025filed 12 Feb 2026UTF Cohen & Steers Infrastructure FundFunds, Shells & SPACsSEC FORM 4 Code A—246.92 at $0.00filing
31 Dec 2025filed 12 Feb 2026LDP Cohen & Steers Limited Duration Preferred and Income FundFunds, Shells & SPACsSEC FORM 4 Code A—45.75 at $0.00filing
31 Dec 2025filed 12 Feb 2026PSF Cohen & Steers Select Preferred and Income FundFunds, Shells & SPACsSEC FORM 4 Code A—50.79 at $0.00filing
31 Dec 2025filed 12 Feb 2026RNP Cohen & Steers REIT and Preferred and Income FundFunds, Shells & SPACsSEC FORM 4 Code A—54.31 at $0.00filing
31 Dec 2025filed 12 Feb 2026RQI Cohen & Steers Quality Income Realty FundFunds, Shells & SPACsSEC FORM 4 Code A—90.74 at $0.00filing
31 Dec 2025filed 12 Feb 2026RFI Cohen & Steers Total Return Realty FundFunds, Shells & SPACsSEC FORM 4 Code A—77.99 at $0.00filing
31 Dec 2025filed 12 Feb 2026FOF Cohen & Steers Closed-End Opportunity FundFunds, Shells & SPACsSEC FORM 4 Code A—81.26 at $0.00filing
16 Oct 2025filed 20 Oct 2025UTF Cohen & Steers Infrastructure FundFunds, Shells & SPACsSEC FORM 4 Code A$3,534150 at $23.56filing
1 Oct 2025filed 1 Oct 2025CSWC Capital SouthwestCapital Markets & Asset ManagementSEC FORM 4 Bought$9,978463 at $21.55filing
12 Aug 2025filed 13 Aug 2025CSWC Capital SouthwestCapital Markets & Asset ManagementSEC FORM 4 Code A—2,193 at $0.00filing
23 Jun 2025filed 23 Jun 2025CSWC Capital SouthwestCapital Markets & Asset ManagementSEC FORM 4 Bought$9,980471 at $21.19filing

Sectors

Financials59

Buys in green, sells in red, by the company’s sector.

Related people

William R. Thomas IIIDirector · Director at Capital Southwest, filing Form 4 there in the last year
Jack D. FurstDirector · Director at Capital Southwest, filing Form 4 there in the last year
Christine BattistDirector · Director at Capital Southwest, filing Form 4 there in the last year
David R. BrooksDirector · Director at Capital Southwest, filing Form 4 there in the last year
Michael G. ClarkDirector · Director at Cohen & Steers Quality Income Realty Fund, filing Form 4 there in the last year