Congress Wealth Management’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Congress Wealth 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
2025 Q2	$627K	Buy	+24,287	New	+$614K	0.01%	847

Other funds holding CSRE

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

Armor Investment Advisors Raleigh, North Carolina $312M AUM 20.56% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Arbor Capital Management (Alaska) Anchorage, Alaska $102M AUM 14.51% 1-Year Est. Return

Tevis Investment Management Plano, Texas $183M AUM 20.16% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Congress Wealth Management's CSRE Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q2 2025: 24,287 shares worth $627K. The stake represents 0.01% of the portfolio and ranks #847 among its holdings.

16 funds tracked by Wall St. Rank hold CSRE as of Q2 2025.

Congress Wealth Management held 24,287 shares of Cohen & Steers Real Estate Active ETF worth $627K as of Q2 2025.
Cohen & Steers Real Estate Active ETF was a new Congress Wealth Management position in Q2 2025.
Cohen & Steers Real Estate Active ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #847 holding.
16 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.