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

MOTCO’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	$269K	Buy	+10,071	New	+$288K	0.02%	198

Other funds holding CSRE

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

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

MOTCO's CSRE Position: Q3 2026 in Review

MOTCO opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q3 2026: 10,071 shares worth $269K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings.

70 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

MOTCO held 10,071 shares of Cohen & Steers Real Estate Active ETF worth $269K as of Q3 2026.
Cohen & Steers Real Estate Active ETF was a new MOTCO position in Q3 2026.
Cohen & Steers Real Estate Active ETF made up 0.02% of MOTCO's portfolio in Q3 2026, its #198 holding.
70 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.