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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 16 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PML Pimco Municipal Income Fund II Financial Services 70,000.0 $528K 0.00% $7.54 -2.1%
302 V Visa Inc. Financial Services 1,500.0 $526K 0.00% +100.0 +7.1% $350.67 -7.1%
303 CAT Caterpillar Inc. Industrials 900.0 $516K 0.00% $573.33 +54.4%
304 IBM International Business Machines Corporation Technology 1,700.0 $504K 0.00% $296.47 -26.1%
305 CON Concentra Group Holdings Par Healthcare 25,420.0 $500K 0.00% $19.67 +32.6%
306 Stem, Inc. 31,887.0 $480K 0.00% $15.05
307 KIO KKR Income Opportunities Financial Services 37,779.0 $438K 0.00% $11.59 -4.0%
308 HPS John Hancock Preferred Income III Financial Services 29,447.0 $424K 0.00% -5K -14.5% $14.40 +0.2%
309 GS The Goldman Sachs Group Inc. Financial Services 470.0 $413K 0.00% $878.72 +8.6%
310 HD The Home Depot Inc. Consumer Cyclical 1,200.0 $413K 0.00% -100.0 -7.7% $344.17 -13.2%
311 BlackRock NY Muni Income Trust 40,000.0 $406K 0.00% $10.15
312 SAIL Sailpoint Inc Technology 20,000.0 $405K 0.00% -10K -33.3% $20.25 -32.2%
313 NDMO Nuveen Dynamic Muni Opport Financial Services 40,000.0 $403K 0.00% $10.07 +0.9%
314 MQY Blackrock Muniyield Quality Financial Services 35,385.0 $400K 0.00% $11.30 -1.0%
315 ABBV AbbVie Inc. Healthcare 1,700.0 $388K 0.00% $228.24 -8.3%
316 AMD Advanced Micro Devic Technology 1,800.0 $385K 0.00% $213.89 +103.4%
317 AXP The American Express Co. Financial Services 1,000.0 $370K 0.00% $370.00 -15.8%
318 MPC Marathon Petroleum Corporation Energy 2,210.0 $359K 0.00% -77K -97.2% $162.44 +54.6%
319 UNH UnitedHealth Group Incorporated Healthcare 1,000.0 $330K 0.00% $330.00 +16.9%
320 JHI John Hancock Investors Trust Financial Services 23,927.0 $327K 0.00% $13.67 -4.7%
Page 16 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%