CPG
CSRE

Cornerstone Planning Group’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Cornerstone Planning 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
Q2 		– Sell
-695
Closed -$19.8K – 1963
2026
Q1 		$19.8K Buy
695
+3
+0.4% +$80 ﹤0.01% 670
2025
Q4 		$17.8K Hold
692
– – ﹤0.01% 619
2025
Q3 		$17.6K Buy
+692
New +$18K ﹤0.01% 621

Other funds holding CSRE

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Cornerstone Planning Group's CSRE Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Cohen & Steers Real Estate Active ETF (CSRE) in Q2 2026, closing a stake of 695 shares — an estimated $19.8K sold.

Cornerstone Planning Group first reported a position in CSRE in Q3 2025 and held it in 3 quarters. The position peaked at $19.8K in Q1 2026. 40 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Cohen & Steers Real Estate Active ETF position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 695 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $19.8K.
  • Cornerstone Planning Group first reported a position in Cohen & Steers Real Estate Active ETF in Q3 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Cohen & Steers Real Estate Active ETF position peaked at $19.8K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.