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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 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MOS The Mosaic Company Basic Materials 488,959.0 $11.8M 0.02% +67K +15.8% $24.09 -9.8%
62 RIO Rio Tinto PLC-Sponsored ADR Basic Materials 137,317.0 $11.0M 0.02% +9K +7.1% $80.03 +29.4%
63 GOF Guggenheim Strategic Opp Fund Financial Services 771,789.0 $9.9M 0.02% +435K +129.2% $12.88 -14.2%
64 Jbs Nv-A 658,361.0 $9.5M 0.02% +162K +32.6% $14.42
65 VLO Valero Energy Corporation Energy 58,159.0 $9.5M 0.02% +57K +6362.1% $162.80 +59.3%
66 PPC Pilgrims Pride Corporation Consumer Defensive 200,390.0 $7.8M 0.01% +67K +50.6% $38.99 -28.0%
67 MTZ Mastec Inc Industrials 35,040.0 $7.6M 0.01% +26K +294.6% $217.38 +79.2%
68 CDE Coeur D Alene Mines Cor Basic Materials 403,615.0 $7.2M 0.01% +19K +4.9% $17.83 -1.5%
69 DNP DNP Select Income Fund Financial Services 588,275.0 $5.9M 0.01% +7K +1.2% $9.99 +6.7%
70 PHK PIMCO High Income Fund Financial Services 1,148,953.0 $5.6M 0.01% +27K +2.4% $4.86 -7.8%
71 CF CF Industries Holdings Inc. Basic Materials 65,757.0 $5.1M 0.01% +24K +56.8% $77.35 +61.7%
72 TSN Tyson Foods Inc Consumer Defensive 81,770.0 $4.8M 0.01% +80K +3988.5% $58.62 +13.2%
73 IP International Paper Company Consumer Cyclical 115,278.0 $4.5M 0.01% +12K +11.7% $39.39 -22.1%
74 DPG Duff & Phelps Global Utility Financial Services 352,862.0 $4.5M 0.01% +58K +19.7% $12.71 +11.6%
75 CHY Calamos Convertible & High Income Fund Financial Services 379,984.0 $4.3M 0.01% +38K +11.1% $11.31 +7.9%
76 AA Alcoa Corp Basic Materials 75,980.0 $4.0M 0.01% +3K +3.6% $53.15 +17.4%
77 USA Liberty All-Star Equity Fund Financial Services 605,000.0 $3.8M 0.01% +205K +51.2% $6.28 -9.0%
78 NVG Nuveen Dividend Advan Muni Inc Financial Services 298,266.0 $3.8M 0.01% +10K +3.5% $12.66 -3.1%
79 TBN Tamboran Resources Corp Basic Materials 130,204.0 $3.5M 0.01% +106K +448.6% $27.23 +29.8%
80 PBR Petroleo Brasileiro S.A. - ADR Energy 289,410.0 $3.4M 0.01% +99K +52.0% $11.85 +72.4%
Page 4 of 6  ·  106 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%