NAS
CSRE

NWF Advisory Services’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

NWF Advisory Services’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 		$563K Hold
19,846
– – 0.05% 211
2026
Q1 		$522K Buy
19,846
+3,601
+22% +$96.5K 0.06% 205
2025
Q4 		$414K Buy
16,245
+2,765
+21% +$71.4K 0.05% 227
2025
Q3 		$351K Buy
13,480
+4,155
+45% +$108K 0.04% 265
2025
Q2 		$241K Buy
+9,325
New +$236K 0.03% 335

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

NWF Advisory Services's CSRE Position: Q2 2026 in Review

NWF Advisory Services held its Cohen & Steers Real Estate Active ETF (CSRE) position steady in Q2 2026 at 19,846 shares worth $563K. The position accounts for 0.05% of the portfolio, ranked #211.

NWF Advisory Services first reported a position in CSRE in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

  • NWF Advisory Services held 19,846 shares of Cohen & Steers Real Estate Active ETF worth $563K as of Q2 2026.
  • NWF Advisory Services left its Cohen & Steers Real Estate Active ETF share count unchanged in Q2 2026.
  • Cohen & Steers Real Estate Active ETF made up 0.05% of NWF Advisory Services's portfolio in Q2 2026, its #211 holding.
  • NWF Advisory Services first reported a position in Cohen & Steers Real Estate Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.