1620 Investment Advisors’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

1620 Investment Advisors’s Portfolio CSRE Stock Details CSRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$81.1K	Sell	2,858 -75	-3%	-$2.13K	0.05%	271
2026 Q1	$77.1K	Buy	2,933 +469	+19%	+$12.6K	0.05%	267
2025 Q4	$62.9K	Buy	2,464 +1,945	+375%	+$50.2K	0.04%	278
2025 Q3	$13.5K	Buy	+519	New	+$13.5K	0.01%	427

Other funds holding CSRE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PWAM

Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

NPT

Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return

1620 Investment Advisors's CSRE Position: Q2 2026 in Review

1620 Investment Advisors reduced its Cohen & Steers Real Estate Active ETF (CSRE) stake by 2.6% in Q2 2026, selling an estimated $2.13K and leaving 2,858 shares worth $81.1K. The position accounts for 0.05% of the portfolio, ranked #271.

1620 Investment Advisors first reported a position in CSRE in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

1620 Investment Advisors held 2,858 shares of Cohen & Steers Real Estate Active ETF worth $81.1K as of Q2 2026.
1620 Investment Advisors sold 75 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $2.13K.
Cohen & Steers Real Estate Active ETF made up 0.05% of 1620 Investment Advisors's portfolio in Q2 2026, its #271 holding.
1620 Investment Advisors first reported a position in Cohen & Steers Real Estate Active ETF in Q3 2025 and has held it in 4 quarters since.
92 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.