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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 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APP Applovin Corp-Class A Technology 300.0 $202K -200.0 -40.0% $673.33 -25.6%
82 COF Capital One Financial Corporation Financial Services 819.0 $198K -200.0 -19.6% $241.76 -23.2%
83 PHM PulteGroup Inc. Consumer Cyclical 1,463.0 $172K -112K -98.7% $117.57 -3.1%
84 CRM salesforce.com inc. Technology 600.0 $159K -800.0 -57.1% $265.00 -36.8%
85 NKE NIKE Inc. Consumer Cyclical 2,500.0 $159K -500.0 -16.7% $63.60 -33.9%
86 PANW Palo Alto Networks Inc Technology 800.0 $147K -400.0 -33.3% $183.75 +29.6%
87 COST Costco Wholesale Corporation Consumer Defensive 150.0 $129K -250.0 -62.5% $860.00 +21.1%
88 EOG EOG Resources Inc. Energy 1,000.0 $105K -97K -99.0% $105.00 +29.5%
89 LQD iShares Iboxx Inv Gr Corp. Bd 6,538.0 $72K -22K -77.0% $11.01 +879.4%
90 RS Reliance Steel & Alu Basic Materials 230.0 $66K -8K -97.3% $286.96 +28.2%
91 PKX Posco Holdings Inc -Spon Adr Basic Materials 605.0 $32K -244.0 -28.7% $52.89 +56.3%
92 MAA Mid-America Apartment Communities Real Estate 164.0 $23K -125K -99.9% $140.24 -9.3%
Page 5 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%