About CSRIX
Cohen & Steers Institutional Realty Shares is a diversified mutual fund focused on real estate securities, primarily investing in publicly traded real estate investment trusts (REITs) and related entities. Its core objective is to achieve total return, balancing both capital appreciation and current income through exposure to high-quality real estate companies. The fund is managed by Cohen & Steers, a recognized global specialist in real assets and alternative income, leveraging a seasoned team with significant experience in real estate markets.
With a substantial asset base of approximately $7.8 billion and typically holding around 34 positions, the fund’s portfolio is highly concentrated in well-established firms spanning multiple property sectors, including telecommunications, data centers, industrial, health care, and retail. Notable holdings include American Tower Corporation, Welltower Inc., and Digital Realty Trust. The strategy emphasizes diversification across property types and geographic regions, seeking to capture the historically attractive risk-adjusted returns and income-generating potential of REITs. Cohen & Steers Institutional Realty Shares plays a significant role in the market as a leading vehicle for institutional investors seeking specialized, active exposure to U.S. real estate through a mutual fund structure.
Fund Family Cohen & Steers
Category Real Estate
Performance Rating High
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CSRIX
Index FTSE NAREIT Equity REITS TR
CSRIX had a total return of 2.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.29%.
