MBE Wealth Management
CSRE icon

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

MBE 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
Q3 		$686K Buy
25,698
+1,294
+5% +$37.1K 0.24% 61
2026
Q2 		$693K Buy
+24,404
New +$692K 0.24% 61

Other funds holding CSRE

HighTower Advisors
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Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Private Wealth Asset Management
Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 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
New England Capital Financial Advisors
New England Capital Financial Advisors Meriden, Connecticut $430M AUM 7.57% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

MBE Wealth Management's CSRE Position: Q3 2026 in Review

MBE Wealth Management increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 5.3% in Q3 2026, buying an estimated $37.1K and bringing the position to 25,698 shares worth $686K. The position accounts for 0.24% of the portfolio, ranked #61.

MBE Wealth Management first reported a position in CSRE in Q2 2026 and has held it in 2 quarters since. The position peaked at $693K in Q2 2026. 70 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

  • MBE Wealth Management held 25,698 shares of Cohen & Steers Real Estate Active ETF worth $686K as of Q3 2026.
  • MBE Wealth Management bought 1,294 Cohen & Steers Real Estate Active ETF shares in Q3 2026, an estimated $37.1K.
  • Cohen & Steers Real Estate Active ETF made up 0.24% of MBE Wealth Management's portfolio in Q3 2026, its #61 holding.
  • MBE Wealth Management first reported a position in Cohen & Steers Real Estate Active ETF in Q2 2026 and has held it in 2 quarters since.
  • MBE Wealth Management's Cohen & Steers Real Estate Active ETF position peaked at $693K in Q2 2026.
  • 70 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.