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Bill Few Associates’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Bill Few Associates’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 		$412K Buy
15,421
+4,370
+40% +$125K 0.09% 152
2026
Q2 		$314K Buy
+11,051
New +$314K 0.07% 179

Other funds holding CSRE

VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Bill Few Associates's CSRE Position: Q3 2026 in Review

Bill Few Associates increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 40% in Q3 2026, buying an estimated $125K and bringing the position to 15,421 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #152.

Bill Few Associates first reported a position in CSRE in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

  • Bill Few Associates held 15,421 shares of Cohen & Steers Real Estate Active ETF worth $412K as of Q3 2026.
  • Bill Few Associates bought 4,370 Cohen & Steers Real Estate Active ETF shares in Q3 2026, an estimated $125K.
  • Cohen & Steers Real Estate Active ETF made up 0.09% of Bill Few Associates's portfolio in Q3 2026, its #152 holding.
  • Bill Few Associates first reported a position in Cohen & Steers Real Estate Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.