HWA
CSRE

HHM Wealth Advisors’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

HHM Wealth Advisors’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 		$2.58M Buy
91,071
+33,663
+59% +$955K 0.26% 34
2026
Q1 		$1.51M Buy
+57,408
New +$1.54M 0.17% 57

Other funds holding CSRE

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
OWA
Oak Wealth Advisors Northbrook, Illinois $208M AUM 24.39% 1-Year Est. Return

HHM Wealth Advisors's CSRE Position: Q2 2026 in Review

HHM Wealth Advisors increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 59% in Q2 2026, buying an estimated $955K and bringing the position to 91,071 shares worth $2.58M. The position accounts for 0.26% of the portfolio, ranked #34.

HHM Wealth Advisors first reported a position in CSRE in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

  • HHM Wealth Advisors held 91,071 shares of Cohen & Steers Real Estate Active ETF worth $2.58M as of Q2 2026.
  • HHM Wealth Advisors bought 33,663 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $955K.
  • Cohen & Steers Real Estate Active ETF made up 0.26% of HHM Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • HHM Wealth Advisors first reported a position in Cohen & Steers Real Estate Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.