Cohen & Steers Real Estate Securities Fund Receives LSEG Lipper Performance Award

Rhea-AI Summary

Cohen & Steers (NYSE: CNS) announced that their Real Estate Securities Fund (CSZIX) has received the 2025 LSEG Lipper Fund Award for its strong risk-adjusted performance over the 10-year period ending November 30, 2024. This marks the tenth consecutive year of Lipper recognition for the Fund, which competed among 136 share classes in the Real Estate category.

The Fund has been closed to new investors since 2019 but remains accessible to current shareholders, qualifying retirement plan participants, and existing intermediary-sponsored discretionary models. The company continues to offer alternative real estate investment options through ETFs, mutual funds, collective investment trusts, and separate accounts, including the Cohen & Steers Real Estate Active ETF (CSRE) and flagship real estate mutual funds.

Positive

• Fund received prestigious LSEG Lipper Award for 10-year performance
• Ten consecutive years of Lipper recognition demonstrates consistent strong performance
• Competitive success among 136 share classes in Real Estate category

Negative

• Fund closed to new investors since 2019, limiting growth potential

News Market Reaction

+2.60%

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+2.60% News Effect

On the day this news was published, CNS gained 2.60%, reflecting a moderate positive market reaction.

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NEW YORK, March 24, 2025 /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS) announced today that the Cohen & Steers Real Estate Securities Fund (CSZIX) has received a 2025 LSEG Lipper Fund Award for its strong risk-adjusted performance over the 10-year period, ended November 30, 2024. This is the tenth consecutive year Lipper has recognized the Fund. For 2025, the Real Estate category for the 10-year period included 136 share classes.

Jason Yablon, Head of Listed Real Estate, said:
"We are honored to be recognized by the LSEG Lipper Awards for our listed real estate performance. We continue to believe listed real estate offers compelling opportunities for active managers. Further, as we enter a new macroeconomic regime characterized by higher interest rates and persistent inflation, investors should consider a strategic allocation to listed real estate in their portfolios."

In 2019, Cohen & Steers closed the Fund to new investors, although it remains open to its current shareholders, participants in qualifying retirement plans and existing intermediary-sponsored discretionary models. Cohen & Steers continues to manage attractive options for new investors looking to participate in real estate opportunities, through exchange-traded funds, mutual funds, collective investment trusts and separate accounts. These include the Cohen & Steers Real Estate Active ETF (CSRE), as well as the firm's flagship real estate mutual funds, Cohen & Steers Realty Shares (A: CSJAX; I: CSJIX) and Cohen & Steers Institutional Realty Shares (CSRIX).

About Cohen & Steers. Cohen & Steers is a leading global investment manager specializing in real assets and alternative income, including listed and private real estate, preferred securities, infrastructure, resource equities, commodities, as well as multi-strategy solutions. Founded in 1986, the firm is headquartered in New York City, with offices in London, Dublin, Hong Kong, Tokyo and Singapore.

About LSEG Lipper Fund Awards. The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed. LSEG Lipper's proven proprietary methodology can be viewed here.

Please consider the investment objectives, risks, charges and expenses of any fund carefully before investing. A summary prospectus and prospectus containing this and other information may be obtained, free of charge, by visiting cohenandsteers.com or by calling 800.330.7348. Please read the summary prospectus and prospectus carefully before investing.

Risks of Investing in Real Estate Securities
The risks of investing in real estate securities are similar to those associated with direct investments in real estate, including falling property values due to increasing vacancies or declining rents resulting from economic, legal, political or technological developments, lack of liquidity, limited diversification and sensitivity to certain economic factors such as interest rate changes and market recessions. The Funds are classified as "non-diversified" funds under federal securities laws because they can invest in fewer individual companies than a diversified fund. However, the Funds must meet certain diversification requirements under U.S. tax laws.

Cohen & Steers U.S. registered open-end funds are distributed by Cohen & Steers Securities, LLC and are only available to U.S. residents. The Cohen & Steers ETFs are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with Cohen & Steers.

Website: https://www.cohenandsteers.com
Symbol: NYSE: CNS

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SOURCE Cohen & Steers, Inc.

FAQ

What award did Cohen & Steers (CNS) Real Estate Securities Fund receive in 2025?

The Cohen & Steers Real Estate Securities Fund (CSZIX) received the 2025 LSEG Lipper Fund Award for strong risk-adjusted performance over the 10-year period ending November 30, 2024.

How many consecutive years has CNS's Real Estate Securities Fund won the Lipper Award?

The Fund has received Lipper recognition for ten consecutive years.

Is Cohen & Steers (CNS) Real Estate Securities Fund still open to new investors?

No, the Fund closed to new investors in 2019, but remains open to current shareholders, qualifying retirement plan participants, and existing intermediary-sponsored discretionary models.

What alternative investment options does CNS offer for new real estate investors?

CNS offers the Cohen & Steers Real Estate Active ETF (CSRE), flagship mutual funds including Cohen & Steers Realty Shares, and other options through ETFs, mutual funds, collective investment trusts, and separate accounts.