Maridea Wealth Management’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Maridea Wealth Management’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	$499K	Buy	17,565 +4,586	+35%	+$130K	0.05%	300
2026 Q1	$341K	Buy	12,979 +2,425	+23%	+$65K	0.05%	317
2025 Q4	$269K	Buy	10,554 +178	+2%	+$4.6K	0.04%	343
2025 Q3	$271K	Buy	10,376 +1,676	+19%	+$43.5K	0.04%	341
2025 Q2	$225K	Buy	+8,700	New	+$220K	0.06%	244

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

Maridea Wealth Management's CSRE Position: Q2 2026 in Review

Maridea Wealth Management increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 35% in Q2 2026, buying an estimated $130K and bringing the position to 17,565 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #300.

Maridea Wealth Management first reported a position in CSRE in Q2 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

Maridea Wealth Management held 17,565 shares of Cohen & Steers Real Estate Active ETF worth $499K as of Q2 2026.
Maridea Wealth Management bought 4,586 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $130K.
Cohen & Steers Real Estate Active ETF made up 0.05% of Maridea Wealth Management's portfolio in Q2 2026, its #300 holding.
Maridea Wealth Management first reported a position in Cohen & Steers Real Estate Active ETF in Q2 2025 and has held it in 5 quarters since.
92 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.