StockDriftsStockDriftsTop 50 Cohen & Steers INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WELL | Welltower Inc. | 13.22% | 36.82M | $8.36B | +2.72%(+976.00K) | $87.50(+167.85%) | 2026-06-30 | |
| DLR | Digital Realty Trust Inc. | 8.3% | 29.23M | $5.25B | +3.73%(+1.05M) | $134.70(+47.72%) | 2026-06-30 | |
| PLD | Prologis Inc. | 4.89% | 22.84M | $3.09B | -1.92%(-446.17K) | $104.00(+34.38%) | 2026-06-30 | |
| CCI | Crown Castle Inc. | 4.68% | 39.08M | $2.96B | -3.17%(-1.28M) | $115.34(-34.13%) | 2026-06-30 | |
| EQIX | Equinix Inc. | 3.61% | 2.19M | $2.28B | -22.61%(-640.21K) | $663.82(+64.86%) | 2026-06-30 | |
| AMT | American Tower Corporation | 3.56% | 13.78M | $2.25B | +9.18%(+1.16M) | $201.61(-14.13%) | 2026-06-30 | |
| EXR | Extra Space Storage Inc. | 2.96% | 12.90M | $1.87B | -21.43%(-3.52M) | $134.78(+8.99%) | 2026-06-30 | |
| PSA | Public Storage | 2.64% | 5.24M | $1.67B | +18.80%(+829.07K) | $286.39(+13.81%) | 2026-06-30 | |
| SUI | Sun Communities Inc. | 2.54% | 13.40M | $1.61B | +11.07%(+1.34M) | $134.71(-8.48%) | 2026-06-30 | |
| IRM | Iron Mountain Incorporated | 2.4% | 12.02M | $1.52B | -25.66%(-4.15M) | $71.50(+81.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.81% | +25.32% | +1.59% | +8.23% |
| Top 20 Holdings Unweighted | +5.40% | +17.10% | -0.42% | -2.06% |
Cohen & Steers INC reports $63.23B in US-listed equity holdings across 442 positions in its most recent 13F filing. Its largest disclosed positions are WELL (13.2%), DLR (8.3%) and PLD (4.9%). The top 20 holdings account for 68.48% of reported assets. Its disclosed equity book has returned +25.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cohen & Steers INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1284812). View Cohen & Steers INC’s 13F filings on SEC