Financially in Tune’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Financially in Tune’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	$1.73M	Buy	65,762 +3,832	+6%	+$103K	1.49%	15
2025 Q4	$1.58M	Buy	+61,930	New	+$1.6M	1.47%	16

Other funds holding CSRE

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PWAM

Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 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 $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financially in Tune's CSRE Position: Q1 2026 in Review

Financially in Tune increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 6.2% in Q1 2026, buying an estimated $103K and bringing the position to 65,762 shares worth $1.73M. The position accounts for 1.49% of the portfolio, ranked #15.

Financially in Tune first reported a position in CSRE in Q4 2025 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold CSRE as of Q1 2026.

Financially in Tune held 65,762 shares of Cohen & Steers Real Estate Active ETF worth $1.73M as of Q1 2026.
Financially in Tune bought 3,832 Cohen & Steers Real Estate Active ETF shares in Q1 2026, an estimated $103K.
Cohen & Steers Real Estate Active ETF made up 1.49% of Financially in Tune's portfolio in Q1 2026, its #15 holding.
Financially in Tune first reported a position in Cohen & Steers Real Estate Active ETF in Q4 2025 and has held it in 2 quarters since.
71 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.