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

Creative Planning’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	$466K	Buy	+17,750	New	+$476K	﹤0.01%	3083

Other funds holding CSRE

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's CSRE Position: Q1 2026 in Review

Creative Planning opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q1 2026: 17,750 shares worth $466K. The stake represents ﹤0.01% of the portfolio and ranks #3083 among its holdings.

70 funds tracked by Wall St. Rank hold CSRE as of Q1 2026.

Creative Planning held 17,750 shares of Cohen & Steers Real Estate Active ETF worth $466K as of Q1 2026.
Cohen & Steers Real Estate Active ETF was a new Creative Planning position in Q1 2026.
Cohen & Steers Real Estate Active ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3083 holding.
70 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.