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Cohen & Steers

Cohen & Steers Portfolio holdings

AUM $57.6B
1-Year Est. Return 8.03%
This Fund
S&P 500
This Quarter Est. Return
-1.04%
1 Year Est. Return
+8.03%
3 Year Est. Return
+31.4%
5 Year Est. Return
+32.98%
10 Year Est. Return
+112.14%
AUM
$32.2B
AUM Growth
Cap. Flow
+$33.5B
Cap. Flow %
104.25%
Top 10 Hldgs %
39.63%
Holding
390
New
390
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
SPG icon
Simon Property Group
SPG
+$3.75B
2
PLD icon
Prologis
PLD
+$1.45B
3
VTR icon
Ventas
VTR
+$1.44B
4
VNO icon
Vornado Realty Trust
VNO
+$1.25B
5
EQR icon
Equity Residential
EQR
+$1.11B

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Real Estate 78.59%
2 Energy 4.32%
3 Financials 2.6%
4 Utilities 1.92%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AGCO icon
351
AGCO
AGCO
$8.41B
$492K ﹤0.01%
+9,794
New +$518K
HSBC.PRA
352
DELISTED
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
$474K ﹤0.01%
+13,006
New +$329K
CNX icon
353
CNX Resources
CNX
$4.91B
$468K ﹤0.01%
+20,708
New +$570K
BBN icon
354
BlackRock Taxable Municipal Bond Trust
BBN
$972M
$467K ﹤0.01%
+23,100
New +$506K
HIX
355
Western Asset High Income Fund II
HIX
$347M
$389K ﹤0.01%
+42,227
New +$415K
HYT icon
356
BlackRock Corporate High Yield Fund
HYT
$1.35B
$389K ﹤0.01%
+32,500
New +$413K
PBR.A icon
357
Petrobras Class A
PBR.A
$106B
$384K ﹤0.01%
+26,171
New +$477K
VLO icon
358
Valero Energy
VLO
$89.7B
$374K ﹤0.01%
+10,764
New +$410K
DSU icon
359
BlackRock Debt Strategies Fund
DSU
$591M
$354K ﹤0.01%
+27,767
New +$368K
FNV icon
360
Franco-Nevada
FNV
$41.3B
$339K ﹤0.01%
+9,486
New +$382K
SM icon
361
SM Energy
SM
$7.6B
$317K ﹤0.01%
+5,284
New +$322K
BCS.PR.CL
362
DELISTED
BARCLAYS BANK PLC ADR SER 2 REPSTG PREF SHS SER 2 (UK)
BCS.PR.CL
$252K ﹤0.01%
+10,200
New +$258K
WR
363
DELISTED
Westar Energy Inc
WR
$214K ﹤0.01%
+6,700
New +$220K
BCS.PRA.CL
364
DELISTED
Barclays Bank Plc Series 3
BCS.PRA.CL
$206K ﹤0.01%
+8,243
New +$209K
ABBV icon
365
AbbVie
ABBV
$466B
$198K ﹤0.01%
+4,800
New +$210K
GG
366
DELISTED
Goldcorp Inc
GG
$196K ﹤0.01%
+7,923
New +$224K
RSG icon
367
Republic Services
RSG
$67.4B
$187K ﹤0.01%
+5,500
New +$186K
HIG icon
368
Hartford Financial Services
HIG
$39.9B
$186K ﹤0.01%
+6,000
New +$173K
JNJ icon
369
Johnson & Johnson
JNJ
$640B
$180K ﹤0.01%
+2,100
New +$178K
BCS.PRD.CL
370
DELISTED
Barclays Bank Plc
BCS.PRD.CL
$164K ﹤0.01%
+306
New +$7.83K
BMY icon
371
Bristol-Myers Squibb
BMY
$129B
$147K ﹤0.01%
+3,300
New +$143K
MCK icon
372
McKesson
MCK
$104B
$132K ﹤0.01%
+1,150
New +$128K
FCT
373
First Trust Senior Floating Rate Income Fund II
FCT
$251M
$109K ﹤0.01%
+7,170
New +$114K
OKS
374
DELISTED
Oneok Partners LP
OKS
$106K ﹤0.01%
+2,145
New +$113K
NSU
375
DELISTED
Nevsun Resources Ltd.
NSU
$98K ﹤0.01%
+33,250
New +$116K

Similar funds

Cohen & Steers's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Cohen & Steers, which disclosed 390 positions worth $32.2B. Its ten largest holdings account for 40% of the portfolio.

Its largest position is Simon Property Group: 23,373,818 shares worth $3.47B.

By sector, the portfolio is most concentrated in Real Estate at 79% of assets, followed by Energy and Financials.

  • Cohen & Steers's largest Q2 2013 buy was Simon Property Group: 23,373,818 shares worth $3.47B.
  • Cohen & Steers's ten largest holdings make up 40% of its $32.2B portfolio in Q2 2013.
  • Cohen & Steers disclosed 390 positions in Q2 2013, its first 13F filing on record.

Based on Cohen & Steers's 13F filing for Q2 2013, filed 14 Aug 2013.