Harvey Joseph M

Joseph M. Harvey's Form 4 record includes exactly one transaction in the Cohen & Steers Advantage Income Realty Fund: 7,200 shares sold on December 18, 2009, and nothing since. It's a tiny, isolated data point that marks the edge of his footprint at that particular fund — briefly connected, then not. The far larger and ongoing story sits at Cohen & Steers itself, where a January ritual has repeated every year for at least three straight years: a large stock grant on January 31, followed the same day by a chunk withheld to cover taxes. In 2023, a 65,013-share grant came with 31,886 shares withheld at $71.74. In 2024, a 49,096-share grant came with 30,644 shares withheld at $72.42. In 2025, a 53,240-share grant came with 32,571 shares withheld at $88.83 — each cycle withholding roughly half to two-thirds of the grant. Layered around that annual event are smaller, more frequent grants (roughly 780 to 1,500 shares) dated across March, May, August and November, plus two identical 55,000-share transactions coded as gifts on the same day in May 2024. Harvey's most recent activity, a 22,041-share grant in the Quality Income Realty Fund priced at $12.15 on July 15, 2026, extends a pattern of activity across three Cohen & Steers-affiliated entities, though only two — Cohen & Steers itself and that fund — remain active in the record.