MWA
CSRE

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

Mills 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 		$1.15M Buy
+40,366
New +$1.15M 0.36% 30

Other funds holding CSRE

VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return