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

Osaic Holdings’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	$10.6M	Buy	396,457 +24,203	+7%	+$693K	0.01%	988
2026 Q2	$10.6M	Buy	372,254 +71,792	+24%	+$2.04M	0.01%	1006
2026 Q1	$7.9M	Buy	300,462 +100,882	+51%	+$2.7M	0.01%	1064
2025 Q4	$5.09M	Buy	199,580 +60,488	+43%	+$1.56M	0.01%	1357
2025 Q3	$3.63M	Buy	139,092 +124,751	+870%	+$3.24M	0.01%	1719
2025 Q2	$370K	Buy	14,341 +11,991	+510%	+$303K	﹤0.01%	3405
2025 Q1	$60K	Buy	+2,350	New	+$60.1K	﹤0.01%	4575

Other funds holding CSRE

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 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

Osaic Holdings's CSRE Position: Q3 2026 in Review

Osaic Holdings increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 6.5% in Q3 2026, buying an estimated $693K and bringing the position to 396,457 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #988.

Osaic Holdings first reported a position in CSRE in Q1 2025 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

Osaic Holdings held 396,457 shares of Cohen & Steers Real Estate Active ETF worth $10.6M as of Q3 2026.
Osaic Holdings bought 24,203 Cohen & Steers Real Estate Active ETF shares in Q3 2026, an estimated $693K.
Cohen & Steers Real Estate Active ETF made up 0.01% of Osaic Holdings's portfolio in Q3 2026, its #988 holding.
Osaic Holdings first reported a position in Cohen & Steers Real Estate Active ETF in Q1 2025 and has held it in 7 quarters since.
83 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.