CAL
CSRE

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
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

AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $935M AUM 17.66% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
NPT
Nixon Peabody Trust Boston, Massachusetts $1.26B AUM 24.14% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Analysts LLC's CSRE Position: Q1 2026 in Review

Capital Analysts LLC increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 117% in Q1 2026, buying an estimated $2.55M and bringing the position to 176,969 shares worth $4.65M. The position accounts for 0.12% of the portfolio, ranked #144.

Capital Analysts LLC first reported a position in CSRE in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold CSRE as of Q1 2026.

  • Capital Analysts LLC held 176,969 shares of Cohen & Steers Real Estate Active ETF worth $4.65M as of Q1 2026.
  • Capital Analysts LLC bought 95,254 Cohen & Steers Real Estate Active ETF shares in Q1 2026, an estimated $2.55M.
  • Cohen & Steers Real Estate Active ETF made up 0.12% of Capital Analysts LLC's portfolio in Q1 2026, its #144 holding.
  • Capital Analysts LLC first reported a position in Cohen & Steers Real Estate Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.