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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PWAM

Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 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

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. 92 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.
92 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.