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

Planning Strategies’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	$2.23M	Buy	+78,546	New	+$2.23M	1.39%	17

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Planning Strategies's CSRE Position: Q2 2026 in Review

Planning Strategies opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q2 2026: 78,546 shares worth $2.23M. The stake represents 1.39% of the portfolio and ranks #17 among its holdings.

89 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

Planning Strategies held 78,546 shares of Cohen & Steers Real Estate Active ETF worth $2.23M as of Q2 2026.
Cohen & Steers Real Estate Active ETF was a new Planning Strategies position in Q2 2026.
Cohen & Steers Real Estate Active ETF made up 1.39% of Planning Strategies's portfolio in Q2 2026, its #17 holding.
89 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.