Capital Analysts LLC’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Capital Analysts LLC’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	$11.2M	Buy	394,362 +217,393	+123%	+$6.17M	0.26%	90
2026 Q1	$4.65M	Buy	176,969 +95,254	+117%	+$2.55M	0.12%	144
2025 Q4	$2.08M	Buy	81,715 +52,835	+183%	+$1.36M	0.06%	234
2025 Q3	$752K	Buy	+28,880	New	+$750K	0.02%	353

Other funds holding CSRE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Capital Analysts LLC's CSRE Position: Q2 2026 in Review

Capital Analysts LLC increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 123% in Q2 2026, buying an estimated $6.17M and bringing the position to 394,362 shares worth $11.2M. The position accounts for 0.26% of the portfolio, ranked #90.

Capital Analysts LLC first reported a position in CSRE in Q3 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

Capital Analysts LLC held 394,362 shares of Cohen & Steers Real Estate Active ETF worth $11.2M as of Q2 2026.
Capital Analysts LLC bought 217,393 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $6.17M.
Cohen & Steers Real Estate Active ETF made up 0.26% of Capital Analysts LLC's portfolio in Q2 2026, its #90 holding.
Capital Analysts LLC first reported a position in Cohen & Steers Real Estate Active ETF in Q3 2025 and has held it in 4 quarters since.
91 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.