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 $57.6B AUM 8.03% 1-Year Est. Return

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

Arbor Capital Management (Alaska) Anchorage, Alaska $123M AUM 17.89% 1-Year Est. Return

Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return