EFS
CSRE

Essex Financial Services’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Essex Financial Services’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 		$212K Buy
+7,468
New +$212K 0.01% 786

Other funds holding CSRE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

Essex Financial Services's CSRE Position: Q2 2026 in Review

Essex Financial Services opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q2 2026: 7,468 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #786 among its holdings.

73 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

  • Essex Financial Services held 7,468 shares of Cohen & Steers Real Estate Active ETF worth $212K as of Q2 2026.
  • Cohen & Steers Real Estate Active ETF was a new Essex Financial Services position in Q2 2026.
  • Cohen & Steers Real Estate Active ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #786 holding.
  • 73 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.