OWA
CSRE

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

Oak 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 		$1.82M Buy
64,200
+1,451
+2% +$41.2K 0.87% 16
2026
Q1 		$1.65M Buy
62,749
+48,683
+346% +$1.3M 0.91% 16
2025
Q4 		$359K Buy
+14,066
New +$363K 0.21% 45

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

Oak Wealth Advisors's CSRE Position: Q2 2026 in Review

Oak Wealth Advisors increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 2.3% in Q2 2026, buying an estimated $41.2K and bringing the position to 64,200 shares worth $1.82M. The position accounts for 0.87% of the portfolio, ranked #16.

Oak Wealth Advisors first reported a position in CSRE in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

  • Oak Wealth Advisors held 64,200 shares of Cohen & Steers Real Estate Active ETF worth $1.82M as of Q2 2026.
  • Oak Wealth Advisors bought 1,451 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $41.2K.
  • Cohen & Steers Real Estate Active ETF made up 0.87% of Oak Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Oak Wealth Advisors first reported a position in Cohen & Steers Real Estate Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.