Apollon Wealth Management
CSRE icon

Apollon Wealth Management’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Apollon Wealth Management’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
Q3 		$9.7M Buy
361,704
+79,128
+28% +$2.27M 0.11% 167
2026
Q2 		$8.02M Buy
282,576
+183,518
+185% +$5.21M 0.1% 187
2026
Q1 		$2.6M Buy
+99,058
New +$2.65M 0.04% 329

Other funds holding CSRE

Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
RFG - Bristol Wealth Advisors
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Quantum Financial Planning Services
Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return
Planning Strategies
Planning Strategies Lancaster, Pennsylvania $169M AUM
Mills Wealth Advisors
Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return
Freedom Financial Partners
Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Apollon Wealth Management's CSRE Position: Q3 2026 in Review

Apollon Wealth Management increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 28% in Q3 2026, buying an estimated $2.27M and bringing the position to 361,704 shares worth $9.7M. The position accounts for 0.11% of the portfolio, ranked #167.

Apollon Wealth Management first reported a position in CSRE in Q1 2026 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

  • Apollon Wealth Management held 361,704 shares of Cohen & Steers Real Estate Active ETF worth $9.7M as of Q3 2026.
  • Apollon Wealth Management bought 79,128 Cohen & Steers Real Estate Active ETF shares in Q3 2026, an estimated $2.27M.
  • Cohen & Steers Real Estate Active ETF made up 0.11% of Apollon Wealth Management's portfolio in Q3 2026, its #167 holding.
  • Apollon Wealth Management first reported a position in Cohen & Steers Real Estate Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.