Cohen & Steers Institutional Realty Shares (CSRIX) Research

This fund primarily focuses on equity investments in real estate companies, allocating at least 80% – and usually almost all – of its total assets to their common stocks and other equity securities. Up to 20% of its portfolio may be directed towards foreign issuers, including those in emerging markets, provided these non-U.S. companies meet the same real estate investment criteria as their domestic counterparts. These international holdings can include American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), and European Depositary Receipts (EDRs). The fund operates as a non-diversified vehicle.

Market snapshot

Symbol
CSRIX
Price
$53.64
Day change
-0.20%
Market cap
$3.6B
52-week range
47.28-55.36
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon Large Cap Value R5 (AADEX)
  • Baron Emerging Markets Fd Inst Shs (BEXIX)
  • Baron Real Estate Fd Insti Shs (BREIX)
  • Conestoga Small Cap (CCALX)
  • Franklin Managed Income A (FBLAX)
  • Fidelity Real Estate Investment Portfolio (FRESX)
  • Fidelity Select Defense & Aerospace Portfolio (FSDAX)
  • JPMorgan SmartRetirement Blend 2040 R6 (JOBYX)

Open Cohen & Steers Institutional Realty Shares (CSRIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.