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

Dakota 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
2026
Q2 		$1.85M Buy
65,240
+17,016
+35% +$483K 0.04% 324
2026
Q1 		$1.27M Buy
+48,224
New +$1.29M 0.03% 360

Other funds holding CSRE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 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

Dakota Wealth Management's CSRE Position: Q2 2026 in Review

Dakota Wealth Management increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 35% in Q2 2026, buying an estimated $483K and bringing the position to 65,240 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #324.

Dakota Wealth Management first reported a position in CSRE in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

  • Dakota Wealth Management held 65,240 shares of Cohen & Steers Real Estate Active ETF worth $1.85M as of Q2 2026.
  • Dakota Wealth Management bought 17,016 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $483K.
  • Cohen & Steers Real Estate Active ETF made up 0.04% of Dakota Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Dakota Wealth Management first reported a position in Cohen & Steers Real Estate Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.