Cohen & Steers Institutional Realty Shares CSRIX

Medalist Rating as of | See Cohen & Steers Investment Hub
  • NAV / 1-Day Return 53.75  /  −2.36 %
  • Total Assets 9.0B
  • 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 1M
  • Status Open
  • TTM Yield 2.83%
  • Turnover 33%

USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0

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.

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Portfolio Holdings CSRIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 62.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Iron Mountain Inc

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Agree Realty Corp

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