1y return+11.3%S&P 500 +20.9%
3y return+25.7%S&P 500 +68.5%
5y return+11.8%S&P 500 +74.5%
10y return+44.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $145 against $357 in the S&P 500.2
Cohen & Steers, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WELLWelltower Inc. | $8.4M | 13.2% | +2.7% |
| DLRDigital Realty Trust Inc. | $5.2M | 8.3% | +3.7% |
| PLDPrologis Inc. | $3.1M | 4.9% | −1.9% |
| CCICrown Castle Inc. | $3.0M | 4.7% | −3.2% |
| EQIXEquinix Inc. | $2.3M | 3.6% | −22.6% |
| AMTAmerican Tower Corporation | $2.3M | 3.6% | +9.2% |
| EXRExtra Space Storage Inc. | $1.9M | 3.0% | −21.4% |
| PSAPublic Storage | $1.7M | 2.6% | +18.8% |
| SUISun Communities Inc. | $1.6M | 2.5% | +11.1% |
| IRMIron Mountain Incorporated | $1.5M | 2.4% | −25.7% |
| BXPBXP, Inc. | $1.5M | 2.4% | +9.3% |
| KIMKimco Realty Corporation | $1.4M | 2.3% | +5.5% |
| ESSEssex Property Trust Inc. | $1.4M | 2.3% | +1.5% |
| SPGSimon Property Group Inc. | $1.3M | 2.1% | |
| ADCAgree Realty Corp. | $1.2M | 2.0% | −8.2% |
| EPRTEssential Properties Realty | $1.2M | 1.8% | +31.1% |
| INVHInvitation Homes Inc | $1.1M | 1.8% | +5.5% |
| OHIOmega Healthcare Investors | $1.1M | 1.7% | +91.5% |
| HRHealthcare Realty Trust Inc. | $1.1M | 1.7% | +1.6% |
| HSTHost Hotels & Resorts Inc. | $1.1M | 1.7% | −18.7% |
| ELSEquity Lifestyle Properties | $960K | 1.5% | +35.0% |
| EGPEastgroup Properties Inc. | $759K | 1.2% | +2.2% |
| KRGKite Realty Group Trust | $756K | 1.2% | +2.4% |
| OUTOutfront Media Inc | $709K | 1.1% | |
| UDRUDR Inc. | $616K | 1.0% | −25.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WELLWelltower Inc. | June 30, 2020 | +338.6% | $8.4M |
| BYDBoyd Gaming Corp. | June 30, 2020 | +322.6% | $555K |
| WMBThe Williams Companies Inc. | June 30, 2020 | +290.8% | $519K |
| SPGSimon Property Group Inc. | June 30, 2020 | +227.1% | $1.3M |
| VTRVentas Inc. | June 30, 2020 | +142.5% | $367K |
| IRMIron Mountain Incorporated | December 31, 2021 | +141.4% | $1.5M |
| HSTHost Hotels & Resorts Inc. | June 30, 2020 | +119.7% | $1.1M |
| OUTOutfront Media Inc | March 31, 2025 | +103.0% | $709K |
| AKRAcadia Realty Trust | September 30, 2020 | +99.1% | $421K |
| KIMKimco Realty Corporation | June 30, 2020 | +97.4% | $1.4M |
Sold off last quarter
- CNPCenterPoint Energy Inc. was $140K
- ESEversource Energy was $93K
- Exxon Mobil CorporationCUSIP 30231G102 was $59K
- AWKAmerican Water Works Company Inc. was $35K
- AGCOAgco Corp. was $13K
- CSRECohen & Steers Real Es A Etf was $10K
- PPCPilgrims Pride Corporation was $7,683
- ARAntero Resources Corporation was $6,691
- SEISolaris Energy Infrastructure was $5,556
- STLDSteel Dynamics Inc was $5,297
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.1% | +14.8% |
| March 31, 2026 | +3.9% | −4.6% |
| December 31, 2025 | −2.6% | +2.4% |
| September 30, 2025 | +1.6% | +7.8% |
| June 30, 2025 | −0.3% | +10.5% |
| March 31, 2025 | +2.4% | −4.6% |
| December 31, 2024 | −7.6% | +2.1% |
| September 30, 2024 | +14.9% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | −0.8% | +10.0% |
| December 31, 2023 | +15.1% | +11.2% |
| September 30, 2023 | −8.9% | −3.6% |
| June 30, 2023 | +2.1% | +8.3% |
| March 31, 2023 | +1.4% | +7.0% |
| December 31, 2022 | +3.3% | +7.1% |
| September 30, 2022 | −11.2% | −5.3% |
| June 30, 2022 | −14.4% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
| December 31, 2021 | +14.6% | +10.7% |
| September 30, 2021 | +0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cohen & Steers, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1284812&type=13F-HR&dateb=&owner=include&count=40CIK 1284812
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1284812/000119312526350257/Filed August 14, 2026 · accession 0001193125-26-350257