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 Q1	$1.27M	Buy	+48,224	New	+$1.29M	0.03%	360

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 $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

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

Dakota Wealth Management's CSRE Position: Q1 2026 in Review

Dakota Wealth Management opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q1 2026: 48,224 shares worth $1.27M. The stake represents 0.03% of the portfolio and ranks #360 among its holdings.

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

Dakota Wealth Management held 48,224 shares of Cohen & Steers Real Estate Active ETF worth $1.27M as of Q1 2026.
Cohen & Steers Real Estate Active ETF was a new Dakota Wealth Management position in Q1 2026.
Cohen & Steers Real Estate Active ETF made up 0.03% of Dakota Wealth Management's portfolio in Q1 2026, its #360 holding.
70 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.