KF
CSRE

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

Krilogy Financial’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 		$380K Buy
13,322
+3,025
+29% +$81.1K 0.01% 666
2025
Q4 		$268K Buy
10,297
+66
+0.6% +$1.7K 0.01% 772
2025
Q3 		$263K Buy
10,231
+56
+0.6% +$1.45K 0.01% 732
2025
Q2 		$263K Buy
+10,175
New +$257K 0.02% 240

Other funds holding CSRE

AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $935M AUM 17.66% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
NPT
Nixon Peabody Trust Boston, Massachusetts $1.26B AUM 24.14% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Krilogy Financial's CSRE Position: Q1 2026 in Review

Krilogy Financial increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 29% in Q1 2026, buying an estimated $81.1K and bringing the position to 13,322 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #666.

Krilogy Financial first reported a position in CSRE in Q2 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold CSRE as of Q1 2026.

  • Krilogy Financial held 13,322 shares of Cohen & Steers Real Estate Active ETF worth $380K as of Q1 2026.
  • Krilogy Financial bought 3,025 Cohen & Steers Real Estate Active ETF shares in Q1 2026, an estimated $81.1K.
  • Cohen & Steers Real Estate Active ETF made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #666 holding.
  • Krilogy Financial first reported a position in Cohen & Steers Real Estate Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.