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Cohen & Steers Instl Realty Shares CSRIX

Medalist Rating as of | See Cohen & Steers Investment Hub
  • NAV / 1-Day Return 44.97  /  +0.42 %
  • Total Assets 6.2 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 3.18%
  • Turnover 34%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis CSRIX

Will CSRIX outperform in future?

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

A solid real estate fund with a flexible strategy.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Cohen & Steers Institutional Realty Shares remains an excellent U.S. real estate fund, capable of doing well in a variety of market conditions. It earns a Morningstar Medalist Rating of Silver.

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Portfolio Holdings CSRIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 62.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Tower Corp

9.52 608.0 Mil
Real Estate

Prologis Inc

8.53 544.6 Mil
Real Estate

Welltower Inc

7.88 503.0 Mil
Real Estate

Simon Property Group Inc

6.92 441.6 Mil
Real Estate

Digital Realty Trust Inc

6.91 441.4 Mil
Real Estate

Realty Income Corp

5.69 363.2 Mil
Real Estate

Invitation Homes Inc

4.78 305.1 Mil
Real Estate

Crown Castle Inc

4.25 271.2 Mil
Real Estate

Sun Communities Inc

4.11 262.2 Mil
Real Estate

Iron Mountain Inc

3.90 249.2 Mil
Real Estate