Freedom Financial Partners
CSRE icon

Freedom Financial Partners’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Freedom Financial Partners’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
Q3 		$1.8M Buy
67,468
+11,130
+20% +$319K 0.59% 27
2026
Q2 		$1.6M Buy
56,338
+13,238
+31% +$376K 0.52% 31
2026
Q1 		$1.13M Buy
+43,100
New +$1.15M 0.4% 38

Other funds holding CSRE

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
RFG - Bristol Wealth Advisors
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Freedom Financial Partners's CSRE Position: Q3 2026 in Review

Freedom Financial Partners increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 20% in Q3 2026, buying an estimated $319K and bringing the position to 67,468 shares worth $1.8M. The position accounts for 0.59% of the portfolio, ranked #27.

Freedom Financial Partners first reported a position in CSRE in Q1 2026 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

  • Freedom Financial Partners held 67,468 shares of Cohen & Steers Real Estate Active ETF worth $1.8M as of Q3 2026.
  • Freedom Financial Partners bought 11,130 Cohen & Steers Real Estate Active ETF shares in Q3 2026, an estimated $319K.
  • Cohen & Steers Real Estate Active ETF made up 0.59% of Freedom Financial Partners's portfolio in Q3 2026, its #27 holding.
  • Freedom Financial Partners first reported a position in Cohen & Steers Real Estate Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on Freedom Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.