Planning Strategies
CSRE icon

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
Q3 		$2.17M Buy
81,286
+2,740
+3% +$78.5K 1.28% 17
2026
Q2 		$2.23M Buy
+78,546
New +$2.23M 1.39% 17

Other funds holding CSRE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
First Foundation Advisors
First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Private Wealth Asset Management
Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Planning Strategies's CSRE Position: Q3 2026 in Review

Planning Strategies increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 3.5% in Q3 2026, buying an estimated $78.5K and bringing the position to 81,286 shares worth $2.17M. The position accounts for 1.28% of the portfolio, ranked #17.

Planning Strategies first reported a position in CSRE in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.23M in Q2 2026. 97 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

  • Planning Strategies held 81,286 shares of Cohen & Steers Real Estate Active ETF worth $2.17M as of Q3 2026.
  • Planning Strategies bought 2,740 Cohen & Steers Real Estate Active ETF shares in Q3 2026, an estimated $78.5K.
  • Cohen & Steers Real Estate Active ETF made up 1.28% of Planning Strategies's portfolio in Q3 2026, its #17 holding.
  • Planning Strategies first reported a position in Cohen & Steers Real Estate Active ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Cohen & Steers Real Estate Active ETF position peaked at $2.23M in Q2 2026.
  • 97 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.