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, Inc. amended its credit agreement to establish a $100 million senior unsecured revolving credit facility maturing on August 15, 2029. Bank of America, N.A. serves as administrative agent, sole lead arranger and sole bookrunner, with State Street Bank and Trust Company as syndication agent.
Borrowings may be used for working capital and general corporate purposes and bear interest at either Term SOFR plus a spread or a Base Rate plus a spread per a performance pricing grid. The facility includes a commitment fee, customary covenants (leverage and interest coverage), restrictions on indebtedness and dispositions, and events of default that could accelerate amounts due. The full agreement is attached as Exhibit 10.1.
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