Cohen & Steers took new stakes in six REITs and increased its position in 26 during Q2, according to S&P Global Market Intelligence. The investment manager specializing in real assets and alternative investments reported its latest 13F filing. The changes reflect Cohen & Steers' ongoing focus on the REIT sector.
Cohen & Steers, Inc. has significantly bolstered its real estate investment trust (REIT) portfolio during the second quarter of 2025, according to its latest 13F filing. The investment manager, which specializes in real assets and alternative income, has taken new stakes in six REITs and increased its position in 26 others, as reported by S&P Global Market Intelligence [2].
Among the new additions to Cohen & Steers' portfolio are CareTrust REIT (CTRE), Hudson Pacific Properties (HPP), Piedmont Realty Trust (PDM), SITE Centers (SITC), National Storage Affiliates Trust (NSA), and Apple Hospitality REIT (APLE). Notable increases in existing holdings include Mid-America Apartment Communities (MAA), Regency Centers (REG), Kite Realty Group (KRG), SBA Communications (SBAC), Paramount Group (PGRE), BXP, Kilroy Realty (KRC), Ryman Hospitality Properties (RHP), Host Hotels & Resorts (HST), and Essex Property Trust (ESS).
Conversely, Cohen & Steers reduced its holdings in 23 REITs during the same period. The notable decreases include Douglas Emmett (DEI), Camden Property Trust (CPT), Healthpeak Properties (DOC), AvalonBay Communities (AVB), Ventas (VTR), Omega Healthcare Investors (OHI), CubeSmart (CUBE), VICI Properties (VICI), Lamar Advertising (LAMR), and NETSTREIT (NTST).
These changes reflect Cohen & Steers' ongoing strategy to focus on the REIT sector, demonstrating its commitment to real estate investments. The filing provides a snapshot of the investment manager's portfolio at the end of the second quarter, offering insights into its positioning and strategy for investors and financial professionals.
References:
[1] https://www.stocktitan.net/sec-filings/CNS/13f-hr-cohen-steers-inc-sec-filing-f6b70fdf24ef.html
[2] https://seekingalpha.com/news/4487156-cohen-steers-takes-new-stake-in-6-ups-holding-in-26-among-q2-reit-positioning-changes---report
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