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Portfolio (Quarterly) Guide ↗

COHEN & STEERS, INC.

· CIK 0001284812
13F Portfolio $55.3B AUM 448 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 30 New 106 Added 92 Reduced 28 Exited
Page 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NI NiSource Inc. Utilities 4,604,468.0 $192.3M 0.35% -834K -15.3% $41.76 +13.6%
22 PPL PPL Corporation Utilities 4,851,950.0 $169.9M 0.31% -2.2M -31.6% $35.02 +2.2%
23 EVRG Evergy Inc Utilities 2,122,228.0 $153.8M 0.28% -190K -8.2% $72.49 +14.1%
24 AEE Ameren Corporation Utilities 1,536,838.0 $153.5M 0.28% -21K -1.3% $99.86 +6.5%
25 CNP CenterPoint Energy Inc. Utilities 3,791,932.0 $145.4M 0.26% -1.0M -20.9% $38.34 +11.0%
26 COLD Americold Realty Trust Real Estate 10,011,134.0 $128.8M 0.23% -1.5M -13.1% $12.86 +13.4%
27 VICI VICI Properties Inc. Real Estate 3,669,583.0 $103.2M 0.19% -13.7M -78.9% $28.12 -0.9%
28 BYD Boyd Gaming Corp. Consumer Cyclical 933,084.0 $79.5M 0.14% -923K -49.7% $85.25 -7.2%
29 RHP Ryman Hospitality Properties Real Estate 816,958.0 $77.3M 0.14% -33K -3.9% $94.62 +12.0%
30 NTST Netstreit Corp Real Estate 4,316,894.0 $76.2M 0.14% -528K -10.9% $17.64 +16.5%
31 GLDM Spdr Gold Minishares Trust Financial Services 812,077.0 $69.3M 0.12% -196K -19.5% $85.37 +5.4%
32 AWK American Water Works Company Inc. Utilities 462,608.0 $60.4M 0.11% -252K -35.3% $130.50 -4.8%
33 SO The Southern Company Utilities 691,562.0 $60.3M 0.11% -47K -6.3% $87.20 +7.4%
34 CURB Curbline Properties Corp Real Estate 2,369,354.0 $55.0M 0.10% -83K -3.4% $23.21 +20.0%
35 CVX Chevron Corporation Energy 225,583.0 $34.4M 0.06% -10K -4.1% $152.41 +22.5%
36 XOM Exxon Mobil Corporation Energy 240,205.0 $28.9M 0.05% -6K -2.4% $120.34 +27.0%
37 Bunge Global Sa 298,706.0 $26.6M 0.05% -43K -12.5% $89.08
38 ADX Adams Express Co Financial Services 1,086,635.0 $25.3M 0.05% -58K -5.1% $23.32 +7.5%
39 SPSB Spdr Port Shrt Trm Corp Bnd 834,847.0 $25.2M 0.05% -106K -11.3% $30.20 -0.8%
40 NEM Newmont Mining Corporation Basic Materials 240,830.0 $24.0M 0.04% -42K -14.9% $99.85 +16.5%
Page 2 of 5  ·  92 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 87.4%
Utilities 6.2%
Energy 1.9%
Financial Services 1.8%
Industrials 1.6%
Consumer Cyclical 0.8%
Basic Materials 0.3%
Healthcare 0.0%
Technology 0.0%
Communication Services 0.0%