Welcome to our dedicated page for Cohen & Steers SEC filings (Ticker: CNS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Cohen & Steers Inc. SEC filings reveal how a specialized asset manager navigates markets for real estate securities, infrastructure stocks, and preferred securities. The firm's quarterly 10-Q reports break down advisory fee revenue by product type and client channel, showing which investment strategies attract inflows and which face redemption pressure. For anyone analyzing the asset management industry, these disclosures illustrate how a focused manager competes against larger diversified firms.
The company's 10-K annual report provides detailed information on assets under management across institutional separate accounts, mutual funds, closed-end funds, and sub-advisory relationships. Footnotes explain how fee rates vary by strategy and client type, plus performance fee arrangements that can boost revenue during strong market periods. Segment disclosures reveal the contribution from U.S. versus international clients and how the business mix has evolved.
Form 4 insider transaction filings track buying and selling activity by Cohen & Steers executives and directors. In the asset management business, insider ownership signals whether leadership has personal capital aligned with outside shareholders. These filings appear promptly after any transaction, allowing investors to monitor insider sentiment in real time.
13F-HR filings disclose the firm's equity holdings, providing a window into Cohen & Steers' own investment positions. While the company primarily manages client assets, these quarterly holdings reports show where the firm's investment committees see value across real estate, infrastructure, and other sectors.
Our AI-powered analysis simplifies these filings by highlighting key fee rate trends, asset flow patterns, and changes to executive compensation structures found in proxy statements. Rather than reading through dozens of pages of regulatory text, get the essential insights that matter for understanding this real asset investment specialist.
Cohen & Steers (CNS) reported Q3 2025 results with revenue of $141.7 million, up 6.4% year over year, and diluted EPS of $0.81 versus $0.77. Operating income rose to $48.9 million and the operating margin improved to 34.5% from 33.7%.
Total assets under management were $90.9 billion, down 1.0% from a year ago. Open-end funds averaged higher assets and fees, driving advisory and administration fees to $133.6 million (up 6.6%). Distribution and service fees were $7.5 million. Expenses increased 5.1% to $92.8 million, led by distribution, service, and general and administrative costs.
Cash and cash equivalents were $98.1 million as of September 30, 2025. The company amended its revolving credit facility to $100.0 million maturing August 15, 2029. Subsequent events included a closed-end fund rights offering that raised approximately $353.2 million in proceeds (fund level) and a declared quarterly dividend of $0.62 per share payable November 20, 2025 to holders of record on November 10, 2025.
Cohen & Steers (CNS): Executive Chairman and 10% owner Robert H. Steers reported multiple open‑market purchases of common stock on Oct 20–22, 2025, primarily through family trusts. Examples include the Robert H. Steers 2018 Revocable Trust buying 6,382 shares at a $69.50 weighted average and 5,557 shares at $71.30. The Hilltop GST Non‑Exempt Descendants' Trust reported buys such as 5,204 shares at $69.44 and 5,434 shares at $71.31. Post‑trade, indirect holdings shown include 7,060,084 shares (Revocable Trust) and 3,858,709 shares (Hilltop Trust).
Cohen & Steers, Inc. (CNS) insider transaction: The company’s Interim CFO and SVP reported an acquisition of 2,154 shares of common stock on 10/17/2025 at a reported price of $0, tied to a grant of restricted stock units (RSUs). Following the transaction, the reporting person beneficially owns 26,018 shares directly.
The RSUs vest ratably over four years. Any dividends paid on the common stock are paid as additional RSUs, and those dividend RSUs vest on the fourth anniversary of the original RSU grant date.
Cohen & Steers, Inc. (CNS) filed a Form 3 reporting its Interim CFO and SVP’s beneficial ownership. The officer directly owns 23,864 shares of common stock. This amount includes 17,604 restricted stock units previously granted. The filing is tied to the event date 10/17/2025, and ownership is reported as direct.
Cohen & Steers, Inc. furnished an 8-K announcing the availability of its results for the quarter ended September 30, 2025. The company provided an earnings announcement (Exhibit 99.1) and a full earnings release (Exhibit 99.2).
The Item 2.02 information, including the exhibits, is being furnished—not filed—under the Exchange Act.
Reena Aggarwal, a director of Cohen & Steers, Inc. (CNS), reported a stock award transaction dated 10/01/2025. The filing shows acquisition of 423 shares of common stock resulting from restricted stock units granted by the issuer at a $0 per-share price, and the reporting person holds 16,185 shares following the transaction. The RSUs were 100% vested on the grant date, with the underlying shares to be delivered on the third anniversary of the grant date. The Form 4 was filed by one reporting person and signed on behalf of the reporting person by an attorney-in-fact on 10/03/2025.
Edmond D. Villani, a director of Cohen & Steers, Inc. (CNS), reported multiple equity transactions in early October 2025. On 10/01/2025 he was granted 423 restricted stock units that were 100% vested on the grant date and will be delivered on the third anniversary of the grant. On 10/03/2025 he reported transferring 4,589 shares to the Edmond Dennis Villani Revocable Trust and also a reportable acquisition showing the trust holds 30,259 shares. Following the transactions, Dr. Villani directly owned 5,021 shares and the trust held the stated indirect position. The filings were signed by an attorney-in-fact on 10/03/2025.
Connor Frank T, a director of Cohen & Steers, Inc. (CNS), reported a grant of 423 restricted stock units on 10/01/2025 that were 100% vested on the grant date. The Form 4 shows the RSUs were granted with a $0 price and that the related 423 shares will be delivered to the reporting person on the third anniversary of the grant date. After the reported transaction, the reporting person beneficially owns 23,155 shares of common stock. The filing was signed by an attorney-in-fact on 10/03/2025.
Martin Cohen, a Director and 10% owner of Cohen & Steers, Inc. (CNS), filed a Form 4 reporting changes in his beneficial ownership. The filing shows 8,171,461 shares of common stock held indirectly by the Martin Cohen 2018 Revocable Trust, of which Mr. Cohen disclaims beneficial ownership except to the extent of his pecuniary interest. On 10/01/2025 the filing records a transaction coded A for 423 restricted stock units (RSUs) granted at a $0 price; the RSUs are stated to be 100% vested on the grant date and will be delivered on the third anniversary of the grant date. The Form 4 also reports a disposition of 849,205 shares. The filing is signed by an attorney-in-fact on 10/03/2025.
Cohen & Steers director Dasha Smith was granted 423 restricted stock units (RSUs) on 10/01/2025. The RSUs were 100% vested at grant and will be delivered as 423 shares of common stock to the reporting person on the third anniversary of the grant date. Following the reported transaction, the reporting person is shown as beneficially owning 9,038 shares. The Form 4 was filed by one reporting person and signed by an attorney-in-fact on 10/03/2025. The filing discloses no cash price for the grant and lists the ownership as direct.