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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 3 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSX CSX Corporation Industrials 8,282,107.0 $300.2M 0.54% +99K +1.2% $36.25 +26.7%
42 LAMR Lamar Advertising Co Real Estate 2,337,480.0 $295.9M 0.54% -384K -14.1% $126.58 +16.5%
43 RYN Rayonier Inc. Real Estate 13,548,815.0 $293.3M 0.53% +717K +5.6% $21.65 -6.6%
44 SRE Sempra Energy Utilities 3,258,074.0 $287.7M 0.52% -145K -4.3% $88.29 +5.2%
45 Entergy Corporation 2,878,982.0 $266.1M 0.48% +69K +2.5% $92.43
46 AMH American Homes 4 Rent-CL Real Estate 8,161,609.0 $262.0M 0.47% -6.2M -43.0% $32.10 -4.6%
47 LNT Alliant Energy Corporation Utilities 3,614,890.0 $235.0M 0.42% +1.1M +41.7% $65.01 +11.4%
48 NSC Norfolk Southern Corporation Industrials 723,068.0 $208.8M 0.38% $288.72 +10.0%
49 DUK Duke Energy Corporation Utilities 1,711,445.0 $200.6M 0.36% +778K +83.3% $117.21 +6.1%
50 NI NiSource Inc. Utilities 4,604,468.0 $192.3M 0.35% -834K -15.3% $41.76 +13.6%
51 D Dominion Resources Inc. Utilities 3,101,859.0 $181.7M 0.33% +128K +4.3% $58.59 +7.5%
52 TRGP Targa Resources Corp. Energy 925,235.0 $170.7M 0.31% +160K +21.0% $184.50 +45.0%
53 PPL PPL Corporation Utilities 4,851,950.0 $169.9M 0.31% -2.2M -31.6% $35.02 +2.2%
54 EVRG Evergy Inc Utilities 2,122,228.0 $153.8M 0.28% -190K -8.2% $72.49 +14.1%
55 AEE Ameren Corporation Utilities 1,536,838.0 $153.5M 0.28% -21K -1.3% $99.86 +6.5%
56 CNP CenterPoint Energy Inc. Utilities 3,791,932.0 $145.4M 0.26% -1.0M -20.9% $38.34 +11.0%
57 COLD Americold Realty Trust Real Estate 10,011,134.0 $128.8M 0.23% -1.5M -13.1% $12.86 +13.4%
58 DTE DTE Energy Company Utilities 973,829.0 $125.6M 0.23% NEW $128.98 +11.5%
59 SLG SL Green Realty Corp. Real Estate 2,652,341.0 $121.7M 0.22% NEW $45.87 -5.3%
60 FR First Industrial Realty Trust Real Estate 2,066,795.0 $118.4M 0.21% NEW $57.27 +7.1%
Page 3 of 23  ·  448 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%