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 Q3	$24M	Buy	899,809 +47,466	+6%	+$1.36M	0.62%	32
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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

New England Capital Financial Advisors Meriden, Connecticut $430M AUM 7.57% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Atomi Financial Group's CSRE Position: Q3 2026 in Review

Atomi Financial Group increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 5.6% in Q3 2026, buying an estimated $1.36M and bringing the position to 899,809 shares worth $24M. The position accounts for 0.62% of the portfolio, ranked #32.

Atomi Financial Group first reported a position in CSRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $24.2M in Q2 2026. 65 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

Atomi Financial Group held 899,809 shares of Cohen & Steers Real Estate Active ETF worth $24M as of Q3 2026.
Atomi Financial Group bought 47,466 Cohen & Steers Real Estate Active ETF shares in Q3 2026, an estimated $1.36M.
Cohen & Steers Real Estate Active ETF made up 0.62% of Atomi Financial Group's portfolio in Q3 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 4 quarters since.
Atomi Financial Group's Cohen & Steers Real Estate Active ETF position peaked at $24.2M in Q2 2026.
65 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.