CNS at a glance
COHEN & STEERS, INC. (CNS, SEC CIK 1284812) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 16, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), COHEN & STEERS, INC. (CNS) reported revenue of $556.1 million (up 7.5% from FY2024) and net income of $153.2 million. Diluted EPS was $2.97.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding COHEN & STEERS, INC. (CNS) shares worth $1.1 billion in 13F-HR filings.
- COHEN & STEERS, INC. reported 430 positions worth $63.2 billion in its 13F-HR for Q2 2026, filed August 14, 2026. Its largest holdings were Welltower Inc. (WELL) at 13.2%, Digital Realty Trust Inc. (DLR) at 8.3% and Prologis Inc. (PLD) at 4.9%.
- In the last 90 days, CNS insiders reported 0 open-market purchases ($0) and 1 open-market sale ($91K) on Form 4, a net sale of $91K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $556.1M
- +7.5% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$91K
- 13F holders
- 30 funds
- $1.1B · +0 vs prior quarter
- Latest 8-K
- Jul 16, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Asset management with focus on real estate, preferred securities, and infrastructure investment strategies
- New emphasis on growing Global Listed Infrastructure AUM, increased 30.3% to $11.5 billion in 2025 from $8.8 billion in 2024
- Strategic shift: Fund launch and UTF rights offering in 2025 contributed $621M net inflows to closed-end funds, indicating capital raising and product expansion
- AUM increased 5.5% to $90.5B driven by $1.5B net inflows and $6.1B market appreciation, despite $2.9B distributions
- Noteworthy: Operating margin decreased to 32.0% from 33.4% in prior year, impacted by $11.5M UTF rights offering costs and higher expenses despite revenue growth
Risk Factors
- Key-person dependency on CISO with 25+ years cybersecurity experience and FINRA Series 99 registration
- Audit committee oversees cybersecurity program and cyber insurance coverage, reviewing at least annually
- No material cybersecurity incidents reported as of December 31, 2025 impacting operations or financial condition
Management Discussion & Analysis
- Cash flow, buybacks, dividends, and capital expenditure not mentioned
- Forward-looking statements include risks and uncertainties but no specific guidance or outlook provided
AI summary of the CNS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $152.730M, up 12.2% from $136.126M
- Operating margin 34.6% vs 31.8% YoY; adjusted margin 36.3% vs 33.6%
- Best strategy U.S. Real Estate AUM $49.550B vs $43.972B; worst Global Listed Infrastructure growth $12.704B vs $10.052B
- AUM increased 12.6% to $100.1B from $88.9B; quarterly net inflows $1.298B vs $131M outflows
- Headwinds: volatile markets, AI adoption uncertainty, private-credit conditions, Middle East geopolitics and inflation risks
Risk Factors
- Risk Factors section not provided in submitted filing text
- No newly added, updated, regulatory, operational, or financial risk identifiable from the provided excerpt
- Equity purchases: 5,160 shares withheld for employee tax obligations, averaging $76.36 per share
AI summary of the CNS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- 2Q26 results for quarter ended June 30, 2026 reported July 16, 2026
- Full earnings release and announcement attached as Exhibits 99.1 and 99.2
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Amit Muni becomes CFO June 8, 2026, replacing interim CFO Michael Donohue
- Muni brings prior CFO experience at CI Financial and WisdomTree, strengthening asset-management finance leadership
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 furnished under Regulation FD, not deemed filed under Exchange Act Section 18
- Information generally excluded from incorporation by reference in other Securities Act or Exchange Act filings
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected through the 2027 annual meeting, preserving board continuity
- Edmond D. Villani faced strongest opposition, with 5,687,100 votes against
AI summaries of CNS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CNS
Don't miss the next CNS filing
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- Fund moves. Which tracked funds opened, added or cut CNS, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Villani Edmond D | G | Oct 2, 2026 | 442 | - |
| Villani Edmond D | G | Oct 2, 2026 | 442 | - |
| Connor Frank T | A | Oct 1, 2026 | 375 | - |
| Villani Edmond D | A | Oct 1, 2026 | 375 | - |
| Aggarwal Reena | A | Oct 1, 2026 | 375 | - |
| COHEN MARTIN | A | Oct 1, 2026 | 375 | - |
| THISSEN KAREN WILSON | A | Oct 1, 2026 | 375 | - |
| Dolly Lisa | A | Oct 1, 2026 | 375 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $517.4M | $556.1M |
| Operating Income | - | $172.9M | $177.7M |
| Net Income | $129.0M | $151.3M | $153.2M |
| Op. Margin | - | 33.4% | 32.0% |
| Net Margin | - | 29.2% | 27.6% |
| Balance Sheet | |||
| Total Assets | $736.6M | $812.4M | $876.7M |
| Equity | - | $511.7M | $562.0M |
| ROE | - | 29.6% | 27.3% |
| Per Share | |||
| EPS | $2.60 | $2.97 | $2.97 |
| Cash Flow | |||
| Operating CF | - | $96.7M | -$120.4M |
| CapEx | $57.0M | $11.7M | $6.0M |
Source: XBRL data in COHEN & STEERS, INC. (CNS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CNS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $1.15B |
| Q1 2026 | 30 | $884.2M |
| Q4 2025 | 29 | $891.6M |
| Q3 2025 | 28 | $858.5M |
| Q2 2025 | 28 | $1.02B |
| Q1 2025 | 25 | $750.9M |
| Q4 2024 | 20 | $751.4M |
| Q3 2024 | 18 | $425.8M |
- Millennium Management+239.7K (+98%)
- AQR Capital Management+211.0K (+88%)
- BlackRock+126.0K (+3%)
- Morgan Stanley+122.6K (+27%)
- Goldman Sachs Group+102.8K (+13%)
- D.E. Shaw & Co−102.8K (-76%)
- Citadel Advisors LLC−56.5K (-55%)
- Two Sigma Investments−51.1K (-12%)
- Renaissance Technologies LLC−39.6K (-63%)
- Bank of America Corp−29.0K (-14%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 208 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
COHEN & STEERS, INC. top 13F holdings, Q2 2026
Largest reported positions by market value, from the 13F-HR filed Aug 14, 2026
| # | Company | Weight | Value | Shares | vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Welltower Inc.WELL | 13.22% | $8.4B | 36,821,274 | Held |
| 2 | Digital Realty Trust Inc.DLR | 8.30% | $5.2B | 29,229,771 | Held |
| 3 | Prologis Inc.PLD | 4.89% | $3.1B | 22,841,902 | Held |
| 4 | Crown Castle Inc.CCI | 4.68% | $3.0B | 39,084,710 | Held |
| 5 | Equinix Inc.EQIX | 3.61% | $2.3B | 2,191,196 | Trimmed |
| 6 | American Tower CorporationAMT | 3.56% | $2.3B | 13,777,789 | Added |
| 7 | Extra Space Storage Inc.EXR | 2.96% | $1.9B | 12,896,053 | Trimmed |
| 8 | Public StoragePSA | 2.64% | $1.7B | 5,238,349 | Added |
| 9 | Sun Communities Inc. | 2.54% | $1.6B | 13,398,864 | Added |
| 10 | Iron Mountain IncorporatedIRM | 2.40% | $1.5B | 12,019,735 | Trimmed |
| 11 | BXP, Inc.BXP | 2.39% | $1.5B | 22,784,376 | Added |
| 12 | Kimco Realty CorporationKIM | 2.28% | $1.4B | 56,710,564 | Added |
| 13 | Essex Property Trust Inc.ESS | 2.27% | $1.4B | 4,914,673 | Held |
| 14 | Simon Property Group Inc.SPG | 2.08% | $1.3B | 5,870,615 | Held |
| 15 | Agree Realty Corp. | 1.97% | $1.2B | 16,403,414 | Trimmed |
| 16 | Essential Properties RealtyEPRT | 1.83% | $1.2B | 38,828,414 | Added |
| 17 | Invitation Homes IncINVH | 1.77% | $1.1B | 37,129,067 | Added |
| 18 | Omega Healthcare Investors | 1.73% | $1.1B | 22,936,053 | Added |
| 19 | Healthcare Realty Trust Inc.HR | 1.70% | $1.1B | 53,261,400 | Held |
| 20 | Host Hotels & Resorts Inc.HST | 1.68% | $1.1B | 44,820,149 | Trimmed |
Source: COHEN & STEERS, INC. 13F-HR on SEC EDGAR. Long equity positions only (put and call options excluded); weights are shares of the reported 13F portfolio, not total assets. How 13F filings work
COHEN & STEERS, INC. biggest buys and sells, Q2 2026
Largest estimated position changes versus Q1 2026
| Company | Move | Est. flow | Shares now | Weight now |
|---|---|---|---|---|
| Equinix Inc.EQIX | Trimmed | −$667.4M | 2,191,196 | 3.61% |
| Iron Mountain IncorporatedIRM | Trimmed | −$524.1M | 12,019,735 | 2.40% |
| Omega Healthcare Investors | Added | +$522.5M | 22,936,053 | 1.73% |
| Extra Space Storage Inc.EXR | Trimmed | −$510.9M | 12,896,053 | 2.96% |
| Caesars Entertainment IncCZR | Trimmed | −$369.7M | 991 | 0.00% |
| Blackstone Digital Infrastru | New | +$356.1M | 16,464,194 | 0.56% |
| Boyd Gaming Corp.BYD | Added | +$336.6M | 6,281,240 | 0.88% |
| CubeSmartCTO | New | +$287.4M | 7,226,516 | 0.45% |
| Essential Properties RealtyEPRT | Added | +$275.2M | 38,828,414 | 1.83% |
| Public StoragePSA | Added | +$263.9M | 5,238,349 | 2.64% |
| Equity Lifestyle Properties | Added | +$248.6M | 14,888,121 | 1.52% |
| Host Hotels & Resorts Inc.HST | Trimmed | −$244.3M | 44,820,149 | 1.68% |
Estimated flow = change in share count × quarter-end price (34 new, 107 added, 73 trimmed, 34 sold out). 13F reports show holdings on the last day of the quarter, not the trade dates.
CNS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| SC 13G | Aug 14, 2026 | - | - | |
| 13F-HR | Aug 14, 2026 | Jun 30, 2026 | - | |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 21, 2026 | - | - | - |
| 8-K | Jul 16, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
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CNS SEC filings: frequently asked questions
Are CNS insiders buying or selling?
In the last 90 days, COHEN & STEERS, INC. (CNS) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $91,476 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CNS stock?
As of June 30, 2026, the largest COHEN & STEERS, INC. (CNS) holders among the 13F filers tracked by SignalX were BlackRock ($343.4 million), Vanguard Portfolio Management LLC ($129.6 million), Vanguard Capital Management LLC ($96.0 million), Dimensional Fund Advisors ($91.3 million), State Street Corp ($90.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CNS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), COHEN & STEERS, INC. (CNS) reported revenue of $556.1 million (up 7.5% from FY2024) and net income of $153.2 million. Diluted EPS was $2.97. The figures come from the XBRL data in the 10-K.
What are the main risks in CNS's latest 10-K?
In the 10-K filed February 27, 2026, COHEN & STEERS, INC. (CNS) flagged: Key-person dependency on CISO with 25+ years cybersecurity experience and FINRA Series 99 registration. Audit committee oversees cybersecurity program and cyber insurance coverage, reviewing at least annually. (AI summary of the Risk Factors section.)
What did CNS report in its latest 8-K?
COHEN & STEERS, INC. (CNS) filed an 8-K on July 16, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). 2Q26 results for quarter ended June 30, 2026 reported July 16, 2026.
What stocks does COHEN & STEERS, INC. own?
In its 13F-HR for Q2 2026 (filed August 14, 2026), COHEN & STEERS, INC. reported 430 positions worth $63.2 billion. The largest were Welltower Inc. (WELL), 13.2%; Digital Realty Trust Inc. (DLR), 8.3%; Prologis Inc. (PLD), 4.9%; Crown Castle Inc. (CCI), 4.7%; Equinix Inc. (EQIX), 3.6%. The top 10 positions were 48.8% of the portfolio.
What did COHEN & STEERS, INC. buy in Q2 2026?
Compared with Q1 2026, COHEN & STEERS, INC.'s largest estimated purchases were Omega Healthcare Investors (added, about $522.5 million), Blackstone Digital Infrastru (new position, about $356.1 million), Boyd Gaming Corp. (BYD) (added, about $336.6 million), CubeSmart (CTO) (new position, about $287.4 million) and Essential Properties Realty (EPRT) (added, about $275.2 million). In total it opened 34 new positions and added to 107. Amounts are estimated from share-count changes at quarter-end prices.
What did COHEN & STEERS, INC. sell in Q2 2026?
Compared with Q1 2026, COHEN & STEERS, INC.'s largest estimated sales were Equinix Inc. (EQIX) (trimmed, about $667.4 million), Iron Mountain Incorporated (IRM) (trimmed, about $524.1 million), Extra Space Storage Inc. (EXR) (trimmed, about $510.9 million), Caesars Entertainment Inc (CZR) (trimmed, about $369.7 million) and Host Hotels & Resorts Inc. (HST) (trimmed, about $244.3 million). In total it sold out of 34 positions and trimmed 73.
When does COHEN & STEERS, INC. file 13F reports?
COHEN & STEERS, INC.'s latest 13F-HR was filed August 14, 2026 and covers the quarter ended June 30, 2026. 13F-HR reports are due within 45 days of each quarter-end, so the Q3 2026 report is due by November 14, 2026.
What are the latest CNS SEC filings?
COHEN & STEERS, INC. (CNS) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 16, 2026 and a Form 4 insider filing on October 2, 2026.
What is CNS's SEC CIK number?
COHEN & STEERS, INC. (CNS)'s SEC Central Index Key (CIK) is 1284812. EDGAR lists every CNS filing under that number.
Ask anything about CNS
The research agent reads CNS's filings, financials, insider trades and 13F holders, then answers with sources.