Clayton Financial Group
CSRE icon

Clayton Financial Group’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Clayton 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 		$1.07M Buy
40,177
+12,689
+46% +$363K 0.56% 25
2026
Q2 		$780K Sell
27,488
-3,148
-10% -$89.3K 0.43% 30
2026
Q1 		$805K Buy
30,636
+3,784
+14% +$101K 0.41% 32
2025
Q4 		$685K Buy
26,852
+23,886
+805% +$617K 0.35% 36
2025
Q3 		$77.3K Buy
+2,966
New +$77K 0.06% 80

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HighTower Advisors
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Atomi Financial Group
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Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Private Wealth Asset Management
Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

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

Clayton Financial Group increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 46% in Q3 2026, buying an estimated $363K and bringing the position to 40,177 shares worth $1.07M. The position accounts for 0.56% of the portfolio, ranked #25.

Clayton Financial Group first reported a position in CSRE in Q3 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

  • Clayton Financial Group held 40,177 shares of Cohen & Steers Real Estate Active ETF worth $1.07M as of Q3 2026.
  • Clayton Financial Group bought 12,689 Cohen & Steers Real Estate Active ETF shares in Q3 2026, an estimated $363K.
  • Cohen & Steers Real Estate Active ETF made up 0.56% of Clayton Financial Group's portfolio in Q3 2026, its #25 holding.
  • Clayton Financial Group first reported a position in Cohen & Steers Real Estate Active ETF in Q3 2025 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.