BCM
CSRE

Bourgeon Capital Management’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Bourgeon Capital 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
Q2 		$1.06M Buy
+37,304
New +$1.06M 0.16% 63

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
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 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

Bourgeon Capital Management's CSRE Position: Q2 2026 in Review

Bourgeon Capital Management opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q2 2026: 37,304 shares worth $1.06M. The stake represents 0.16% of the portfolio and ranks #63 among its holdings.

91 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

  • Bourgeon Capital Management held 37,304 shares of Cohen & Steers Real Estate Active ETF worth $1.06M as of Q2 2026.
  • Cohen & Steers Real Estate Active ETF was a new Bourgeon Capital Management position in Q2 2026.
  • Cohen & Steers Real Estate Active ETF made up 0.16% of Bourgeon Capital Management's portfolio in Q2 2026, its #63 holding.
  • 91 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.