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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 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ATO Atmos Energy Corp. Utilities 671,396.0 $112.5M 0.20% +29K +4.6% $167.63 +5.3%
62 PCG PG&E Corporation Utilities 6,833,980.0 $109.8M 0.20% +445K +7.0% $16.07 +4.6%
63 ES Eversource Energy Utilities 1,557,233.0 $104.8M 0.19% NEW $67.33 +2.2%
64 VICI VICI Properties Inc. Real Estate 3,669,583.0 $103.2M 0.19% -13.7M -78.9% $28.12 -0.9%
65 Hudson Pacific Prop 9,368,392.0 $101.5M 0.18% NEW $10.83
66 BKH Black Hills Corp Utilities 1,385,759.0 $96.2M 0.17% +209K +17.8% $69.42 +4.9%
67 XEL Xcel Energy Inc. Utilities 1,138,406.0 $84.1M 0.15% +35K +3.2% $73.86 +8.4%
68 BYD Boyd Gaming Corp. Consumer Cyclical 933,084.0 $79.5M 0.14% -923K -49.7% $85.25 -7.2%
69 RHP Ryman Hospitality Properties Real Estate 816,958.0 $77.3M 0.14% -33K -3.9% $94.62 +12.0%
70 NTST Netstreit Corp Real Estate 4,316,894.0 $76.2M 0.14% -528K -10.9% $17.64 +16.5%
71 ESRT Empire State Realty Trust Real Estate 11,128,303.0 $72.6M 0.13% +9.1M +456.9% $6.52 -16.4%
72 GLDM Spdr Gold Minishares Trust Financial Services 812,077.0 $69.3M 0.12% -196K -19.5% $85.37 +5.4%
73 OGE OGE Energy Corporation Utilities 1,603,279.0 $68.5M 0.12% NEW $42.70 +11.3%
74 PEG Public Service Enterprise Group Incorporated Utilities 828,787.0 $66.6M 0.12% $80.30 -3.2%
75 KNTK Kinetik Holdings Inc Energy 1,843,506.0 $66.5M 0.12% +833K +82.5% $36.05 +41.3%
76 NSA National Storage Affiliates Real Estate 2,161,651.0 $61.0M 0.11% +1.3M +145.6% $28.21 +50.8%
77 AWK American Water Works Company Inc. Utilities 462,608.0 $60.4M 0.11% -252K -35.3% $130.50 -4.8%
78 SO The Southern Company Utilities 691,562.0 $60.3M 0.11% -47K -6.3% $87.20 +7.4%
79 DRH Diamondrock Hospitality Co. Real Estate 6,610,649.0 $59.2M 0.11% NEW $8.96 +17.2%
80 LNG Cheniere Energy Inc. Energy 290,837.0 $56.5M 0.10% +18K +6.4% $194.39 +24.0%
Page 4 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%