HBW Advisory Services’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

HBW Advisory 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	$927K	Buy	32,681 +7,749	+31%	+$220K	0.08%	209
2026 Q1	$655K	Buy	24,932 +332	+1%	+$8.9K	0.07%	251
2025 Q4	$628K	Buy	24,600 +1,729	+8%	+$44.6K	0.07%	252
2025 Q3	$596K	Buy	+22,871	New	+$594K	0.07%	237

Other funds holding CSRE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

HBW Advisory Services's CSRE Position: Q2 2026 in Review

HBW Advisory Services increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 31% in Q2 2026, buying an estimated $220K and bringing the position to 32,681 shares worth $927K. The position accounts for 0.08% of the portfolio, ranked #209.

HBW Advisory Services first reported a position in CSRE in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

HBW Advisory Services held 32,681 shares of Cohen & Steers Real Estate Active ETF worth $927K as of Q2 2026.
HBW Advisory Services bought 7,749 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $220K.
Cohen & Steers Real Estate Active ETF made up 0.08% of HBW Advisory Services's portfolio in Q2 2026, its #209 holding.
HBW Advisory Services first reported a position in Cohen & Steers Real Estate Active ETF in Q3 2025 and has held it in 4 quarters since.
92 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.