MWM
CSRE

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
Q2 		$693K Buy
+24,404
New +$692K 0.24% 61

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
NPT
Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 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
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

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

MBE Wealth Management opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q2 2026: 24,404 shares worth $693K. The stake represents 0.24% of the portfolio and ranks #61 among its holdings.

40 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

  • MBE Wealth Management held 24,404 shares of Cohen & Steers Real Estate Active ETF worth $693K as of Q2 2026.
  • Cohen & Steers Real Estate Active ETF was a new MBE Wealth Management position in Q2 2026.
  • Cohen & Steers Real Estate Active ETF made up 0.24% of MBE Wealth Management's portfolio in Q2 2026, its #61 holding.
  • 40 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.