Cohen & Steers Real Estate Securities Fund

COHEN & STEERS REAL ESTATE SECURITIES FUND INC · 6 share classes

Actively managed U.S. equity fund
One fund, 6 share classes:CSEIXCSCIXCSDIXCIRRXCSZIXCREFX
$9.57B NAV
58 positions · as of 2026-06-30 · filed 2026-08-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

Cohen & Steers Real Estate Securities Fund is an actively managed U.S. equity fund. 37% of CSEIX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 98% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Non-diversified

Fund profile

As filed in the prospectus · 2026 Q2

The investment objective of Cohen & Steers Real Estate Securities Fund, Inc. (the Fund) is total return through investment in real estate securities.

Strategy · summarised

The fund employs a bottom-up valuation approach to select publicly traded real estate securities, using a proprietary model based on price-to-net asset value, cash flow multiples, and dividend discount modeling, combined with fundamental analysis of property dynamics, management quality, and financial strength. The fund invests at least 80% of assets in income-producing equity securities of real estate companies and REITs, with up to 20% in debt securities and up to 20% in foreign issuers. The fund may also write put and call options to enhance current income.

Expenses
0.75% 1.75%across 6 share classes
Share classExpense ratio
CSEIX1.10%
CSCIX1.75%
CSDIX0.85%
CIRRX1.25%
CSZIX0.75%
CREFX0.75%

Portfolio turnover 27.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.30%
of net assets
Stocks98.72%
Cash & short-term1.29%
Derivatives0.28%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Real Estate95.0%
Cash1.3%
International1.2%
Health Care1.2%
2 smaller1.3%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
37%of stock holdings in top-quartile growers
covering 98% of the fund’s equity
Earnings growth
47%of stock holdings in top-quartile growers
covering 91% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 13 new6 exited

Largest new: NNN, CUBE, SLG, BXDC, HIW, RioCan Real Estate Investment Trust, Options Clearing Corp. ×2

Largest exited: EQR, CZR, VICI, Options Clearing Corp. ×3

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+14.54%+35.80%+25.13%14.78%-12.88%
+13.77%+33.20%+21.01%14.77%-12.99%
+14.84%+36.86%+26.71%14.79%-12.77%
+14.37%+35.24%+24.23%14.76%-12.92%
+14.94%+37.28%+27.34%14.78%-12.75%
+14.94%+37.26%+27.30%14.78%-12.75%

These classes hold the same portfolio, so the 6.33pp spread over 5 years is the cost difference between them — roughly 1.27pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Welltower IncWELL15.45%$1.48B
Digital Realty Trust IncDLR8.76%$838.20M
Crown Castle IncCCI5.51%$526.72M
Equinix IncEQIX4.46%$426.87M
American Tower CorpAMT4.25%$406.48M
Prologis IncPLD4.13%$394.69M
Public StoragePSA3.31%$316.36M
Rayonier IncRYN2.73%$261.31M
Essential Properties Realty Trust IncEPRT2.61%$249.58M
Iron Mountain IncIRM2.60%$248.77M
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Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 53.80% of net assets, top 25 84.03%, across 50 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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