Francis Poli

Insider profile

Currently holds positions in Cohen & Steers Inc and Cohen & Steers Reit And Utility Income Fund Inc

Performance

Overall performance
2.3
Performance over holding periods
2.3
30 days 90 days 120 days
Average return -3% 8.2% 15.1%
Success rate 40% 68% 82%
Transactions
7 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Executive Vice President, General Counsel, Corporate Secretary Cohen & Steers Inc Jan. 1, 2007 -
Secretary Cohen & Steers Reit And Utility Income Fund Inc None -
Secretary Cohen & Steers Select Preferred and Income Fund Inc Jan. 1, 2007 - Dec. 31, 2018
Secretary Cohen & Steers MLP Income & Energy Opportunity Fund Jan. 1, 2017 - Dec. 31, 2018
Secretary Cohen & Steers Reit & Preferred & Income Fund Inc Jan. 1, 2018 - Dec. 31, 2018
Secretary Cohen & Steers Infrastructure Fund Inc None -
Secretary Cohen & Steers Quality Income Realty Fund Inc Jan. 1, 2017 - Jan. 1, 2018
Secretary Cohen & Steers Total Return Realty Fund Inc Oct. 1, 2007 - Jan. 1, 2016
Secretary Cohen & Steers MLP Income & Energy Opportunity Fund Jan. 1, 2007 - Dec. 31, 2015
Secretary Cohen & Steers Global Income Builder Inc Oct. 1, 2007 - Dec. 31, 2015
Secretary Cohen & Steers Reit & Preferred & Income Fund Inc None -
Secretary Cohen & Steers Quality Income Realty Fund Inc None -
Francis Poli's trades of Cohen & Steers Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
364.99
Quantity 53,612 -11.2%
Value US$971,368
Transaction date
Sale
Price
69.41
Quantity 81,712 +44.7%
Value US$4,437,055
Transaction date
Sale
Price
316.38
Quantity 12,949 +30.2%
Value US$3,275,482
Transaction date
Proposed sale
Price
65.50
Quantity 20,000
Value US$1,310,000
Transaction date
Sale
Price
94.62
Quantity 34 -0.1%
Value US$3,217
Transaction date
Sale
Price
94.08
Quantity 14,966 -18.7%
Value US$1,408,001
Transaction date
Proposed sale
Price
94.08
Quantity 15,000
Value US$1,411,248
Transaction date
Sale
Price
71.90
Quantity 1,728 -2.6%
Value US$124,243
Transaction date
Sale
Price
47.86
Quantity 14,808 -18.5%
Value US$708,652
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-02-12 2026-02-12
S Sale
53,612 -11.2%
364.99
US$971,368 		53,612 -11.2% 364.99 US$971,368
2026-02-12 2026-02-11
S Sale
81,712 +44.7%
69.41
US$4,437,055 		81,712 +44.7% 69.41 US$4,437,055
2026-02-12 2026-02-11
S Sale
12,949 +30.2%
316.38
US$3,275,482 		12,949 +30.2% 316.38 US$3,275,482
2026-02-11 2026-02-11
PrS Proposed sale
20,000
65.50
US$1,310,000 		20,000 65.50 US$1,310,000
2024-09-17 2024-09-16
S Sale
34 -0.1%
94.62
US$3,217 		34 -0.1% 94.62 US$3,217
2024-09-17 2024-09-16
S Sale
14,966 -18.7%
94.08
US$1,408,001 		14,966 -18.7% 94.08 US$1,408,001
2024-09-16 2024-09-16
PrS Proposed sale
15,000
94.08
US$1,411,248 		15,000 94.08 US$1,411,248
2020-06-22 2020-06-19
S Sale
1,728 -2.6%
71.90
US$124,243 		1,728 -2.6% 71.90 US$124,243
2019-04-24 2019-04-23
S Sale
14,808 -18.5%
47.86
US$708,652 		14,808 -18.5% 47.86 US$708,652