CSRIX : Cohen & Steers Institutional Realty Shares

CSRIX is a Alternatives Market Real Estate with MODERATE fees.

CSRIX

Cohen & Steers Institutional Realty Shares

FI Score

57 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

57% FI Score
  • csrix
  • Mutual Fund
  • Alternatives
  • Real Estate

Cohen & Steers Institutional Realty Shares

Expenses: 0.75% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

The investment seeks total return through investment in real estate securities. The fund invests at least 80%, and normally substantially all, of its total assets in common stocks and other equity securities issued by real estate companies. It may invest up to 20% of its total assets in securities of foreign issuers (including emerging market issuers) which meet the same criteria for investment as domestic companies, including investments in such companies in the form of American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs") and European Depositary Receipts ("EDRs"). The fund is non-diversified.

Largest Holdings

Amount Holding
11.60% American Tower Corp
8.44% Equinix Inc
5.76% Public Storage
5.58% Welltower Inc
5.40% UDR Inc
4.60% Duke Realty Corp
4.25% SBA Communications Corp
3.88% Extra Space Storage Inc
3.79% Essex Property Trust Inc
3.30% Prologis Inc
2.90% VICI Properties Inc Ordinary Shares
2.84% Simon Property Group Inc
2.71% Invitation Homes Inc
2.70% Crown Castle International Corp
2.64% Digital Realty Trust Inc
2.40% Medical Properties Trust Inc
2.35% Spirit Realty Capital Inc
1.99% AvalonBay Communities Inc
1.91% Healthcare Trust of America Inc
1.78% Hudson Pacific Properties Inc
1.77% Kilroy Realty Corp
1.52% VEREIT Inc Class A
1.32% Healthpeak Properties Inc
1.26% Weyerhaeuser Co
1.18% Ventas Inc

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