13F-HR: Cohen & Steers, Inc. Discloses Q4 2024 Investment Portfolio

Cohen & Steers, Inc. reports its holdings for the quarter ended December 31, 2024, revealing a total portfolio value of over $52.8 billion across 409 holdings.

Summary

• Cohen & Steers, Inc. filed its Form 13F for the quarter ended December 31, 2024.
• The report covers holdings of Cohen & Steers, Inc. and other included managers: RUSSELL FRANK CO/, COHEN & STEERS CAPITAL MANAGEMENT INC, and Cohen & Steers UK Ltd.
• The total value of the reported holdings is $52,801,046,000.
• The filing lists 409 holdings.

Sentiment

Score: 7

Explanation: The document is a standard portfolio disclosure, so the sentiment is neutral. However, the large portfolio value and diversified holdings suggest a stable and well-managed investment strategy.

Positives

• The filing provides a detailed overview of Cohen & Steers' investment positions.
• The large number of holdings suggests a diversified investment strategy.

Industry Context

Form 13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment strategies and holdings.

Comparison to Industry Standards

• Comparing Cohen & Steers' portfolio allocation to other real estate and infrastructure-focused investment firms could reveal insights into their relative investment strategies.
• For example, comparing their REIT holdings to those of Vanguard Real Estate ETF (VNQ) or iShares Cohen & Steers Realty Majors ETF (ICF) could highlight differences in stock selection.
• Benchmarking their infrastructure investments against firms like Brookfield Asset Management or Macquarie Infrastructure Partners could provide a broader industry context.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Cohen & Steers.
• The holdings provide insights into the companies in which Cohen & Steers invests, potentially impacting their stock prices.

Key Dates