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.
Karen Wilson Thissen, a director of Cohen & Steers, Inc. (CNS), received an award of 423 restricted stock units on 10/01/2025. The filing shows the RSUs were 100% vested on the grant date and will be delivered in shares to Ms. Thissen Wilson on the third anniversary of the grant. The Form 4 reports an acquisition price of $0 for the award and that the reporting person beneficially owns 1,302 shares of common stock following the transaction. The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.
The filing reports that Dolly Lisa, a director of Cohen & Steers, Inc. (CNS), was granted 423 restricted stock units (RSUs) on 10/01/2025. The RSUs were 100% vested on the grant date and are payable in shares on the third anniversary of the grant date, at which time 1,567 shares will be delivered to the reporting person. The reported transaction shows a grant price of $0, and the Form 4 was signed by an attorney-in-fact on 10/03/2025. The report discloses direct beneficial ownership following the transaction as 1,567 shares.
Joseph M. Harvey, Chief Executive Officer and director of Cohen & Steers, Inc. (CNS), reported a Form 4 filing documenting an internal accrual of dividend-equivalent restricted stock units. The filing shows 1,170 shares were acquired on 08/21/2025 as dividend-equivalent restricted stock units that vested (or were credited) at a price of $0. The report also discloses beneficial holdings including 1,287,031 shares reported following the transaction and 305,000 shares held indirectly through an LLC owned by a family trust, of which Mr. Harvey disclaims beneficial ownership except to the extent of his pecuniary interest. The form was signed by an attorney-in-fact on 08/22/2025.
Cohen & Steers insider reported an acquisition of dividend-equivalent restricted stock units. The report shows Elena Dulik, Chief Accounting Officer and SVP, was credited with 38 dividend-equivalent RSUs on 08/21/2025 at no cash cost, increasing her beneficial ownership to 21,213 shares of Common Stock. The filing states these dividend-equivalent units were credited in connection with the company's third-quarter 2025 dividend and were accrued to unvested restricted stock units originally granted in January of 2022, 2023, 2024 and 2025. The Form 4 was signed by an attorney-in-fact on 08/22/2025. The disclosure reflects a routine compensation-related accrual rather than an open-market purchase or sale.
Dakkuri Raja A, Chief Financial Officer and EVP of Cohen & Steers, acquired 161 dividend-equivalent restricted stock units on 08/21/2025. These units were credited at $0 as dividend equivalents tied to unvested restricted stock units granted in June 2024 and January 2025. After the reported acquisition the reporting person beneficially owns 22,534 shares of Cohen & Steers common stock. The Form 4 was signed by an attorney-in-fact on 08/22/2025.
Adam M. Derechin, Chief Operating Officer and Executive Vice President of Cohen & Steers, Inc. (CNS), reported an acquisition on 08/21/2025 of 189 dividend-equivalent restricted stock units related to the company’s third-quarter 2025 dividend. The units accrued to Mr. Derechin on previously granted unvested restricted stock units from January 2022, 2023, 2024 and 2025. The Form 4 shows the acquisition price as $0 and indicates 528,676 shares beneficially owned by the reporting person following the transaction. The filing was signed by an attorney-in-fact on 08/22/2025.
Insider transaction summary for Cohen & Steers, Inc. (CNS)
Brandon Brown, identified as an Executive Vice President and filing as one reporting person, was credited with 56 dividend-equivalent restricted stock units on 08/21/2025 at a $0 price, increasing his beneficial ownership to 10,196 shares. The filing explains these units were accrued in connection with the company's third quarter 2025 dividend and relate to unvested restricted stock units granted in January 2022, January 2023, January 2024 and January 2025. The Form 4 was signed on 08/22/2025 by an attorney-in-fact.
Cheigh Jon, President and CIO of Cohen & Steers, Inc. (CNS), acquired 642 common shares on 08/21/2025 at a reported price of $0, increasing total beneficial ownership to 143,774 shares. The acquisition represents dividend-equivalent restricted stock units that accrued on unvested restricted stock units granted in January 2022, January 2023, January 2024 and January 2025 in connection with the issuer's third quarter 2025 dividend. The Form 4 was signed on behalf of the reporting person by Brian W. Heller, Attorney-in-Fact, on 08/22/2025.
Poli Francis C, an officer (GC, Secretary, EVP) of Cohen & Steers, Inc. (CNS), reported an acquisition on 08/21/2025 of 185 common shares issued as dividend-equivalent restricted stock units tied to the company's Q3 2025 dividend. The transaction reflects accruals on unvested restricted stock units granted in January 2022, January 2023, January 2024 and January 2025. The shares were recorded at $0 (non-cash issuance) and increase the reporting person’s beneficial ownership to 68,167 shares. The Form 4 was signed by an attorney-in-fact on 08/22/2025.
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