Cohen & Steers Institutional Realty Shares CSRIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$54.90  /  −0.07%
  • Fund Size$9.3B
  • Adjusted Expense Ratio0.750%
  • Net Expense Ratio0.750%
  • Fee Level: DistributionBelow Average
  • Share Class TypeInstitutional
  • Morningstar CategoryReal Estate
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield2.73%
  • Turnover Ratio33%

Morningstar’s Analysis CSRIX

Will CSRIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A well-managed, consistently executed real estate strategy with a long-term record that justifies continued conviction.

Senior Analyst Jodi Lim

Jodi Lim

Senior Analyst

Summary

Cohen & Steers Realty Shares and its clone, Cohen & Steers Institutional Realty Shares, are part of a strategy (including separate accounts) that earn Above Average ratings on both People and Process. A senior investment team brings genuine depth and continuity, and its process has demonstrated the ability to adapt without losing its disciplinary foundation.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CSRIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings59.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

15.131B
Real Estate

Digital Realty Trust Inc

9.23803M
Real Estate

Prologis Inc

7.86684M
Real Estate

Crown Castle Inc

5.05440M
Real Estate

American Tower Corp

4.60400M
Real Estate

Equinix Inc

4.59399M
Real Estate

Extra Space Storage Inc

4.16362M
Real Estate

Sun Communities Inc

3.15274M
Real Estate

Iron Mountain Inc

2.81245M
Real Estate

Kimco Realty Corp

2.75239M
Real Estate

Sponsor Center