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Morningstar Investment Management’s Cohen & Steers CNS Stock Holding History

Morningstar Investment Management’s Portfolio CNS Stock Details CNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,260
Closed -$804K – 354
2025
Q3 		$804K Buy
+12,260
New +$898K 0.03% 381

Other funds holding CNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Morningstar Investment Management's CNS Position: Q4 2025 in Review

Morningstar Investment Management sold out of Cohen & Steers (CNS) in Q4 2025, closing a stake of 12,260 shares — an estimated $804K sold.

Morningstar Investment Management first reported a position in CNS in Q3 2025 and held it in 1 quarter. The position peaked at $804K in Q3 2025. 284 funds tracked by Wall St. Rank hold CNS as of Q4 2025.

  • Morningstar Investment Management reported no remaining Cohen & Steers position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 12,260 Cohen & Steers shares in Q4 2025, an estimated $804K.
  • Morningstar Investment Management first reported a position in Cohen & Steers in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Cohen & Steers position peaked at $804K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Cohen & Steers as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.