AFG
CSRE

Atomi Financial Group’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Atomi Financial Group’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 		$24.2M Buy
852,343
+78,312
+10% +$2.22M 0.63% 32
2026
Q1 		$20.3M Buy
774,031
+172,482
+29% +$4.62M 0.62% 32
2025
Q4 		$15.3M Buy
+601,549
New +$15.5M 0.45% 45

Other funds holding CSRE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Atomi Financial Group's CSRE Position: Q2 2026 in Review

Atomi Financial Group increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 10% in Q2 2026, buying an estimated $2.22M and bringing the position to 852,343 shares worth $24.2M. The position accounts for 0.63% of the portfolio, ranked #32.

Atomi Financial Group first reported a position in CSRE in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

  • Atomi Financial Group held 852,343 shares of Cohen & Steers Real Estate Active ETF worth $24.2M as of Q2 2026.
  • Atomi Financial Group bought 78,312 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $2.22M.
  • Cohen & Steers Real Estate Active ETF made up 0.63% of Atomi Financial Group's portfolio in Q2 2026, its #32 holding.
  • Atomi Financial Group first reported a position in Cohen & Steers Real Estate Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.