Cohen & Steers, Inc.
Annual return '25
+30.9%
SPY '25
+17.7%
Alpha
+13.1ptsvs SPY
Invested
$115.1M
Holdings
442
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 78%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WELL
Welltower Inc.
Q1 2025: Sold 5.5% (37.91M → 35.82M shares)
12.3%
02
$DLR
Digital Realty Trust Inc.
Q1 2025: Increased +0.5% (22.17M → 22.28M shares)
8.8%
03
$CCI
Crown Castle Inc.
Q1 2025: Increased +8.2% (25.22M → 27.29M shares)
5.7%
04
$PLD
Prologis Inc.
Q4 2025: New position (2 shares)
5.3%
05
$EQIX
Equinix Inc.
Q1 2025: Sold 7.4% (2.60M → 2.41M shares)
4.8%
06
$AMT
American Tower Corporation
Q4 2025: New position (2.0k shares)
3.8%
07
$EXR
Extra Space Storage Inc.
Q1 2025: Increased +62.6% (9.25M → 15.03M shares)
3.7%
08
$IRM
Iron Mountain Incorporated
Q1 2025: Sold 9.6% (14.91M → 13.48M shares)
2.9%
09
$SUI
Sun Communities Inc.
Q4 2024: New position (16.37M shares)
2.6%
10
$ADC
Agree Realty Corp.
Q1 2025: Increased +1.0% (9.77M → 9.87M shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.