PWAM
CSRE

Private Wealth Asset Management’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Private Wealth Asset Management’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
Q1 		$12.3M Buy
469,410
+235,402
+101% +$6.31M 1.32% 15
2025
Q4 		$5.97M Buy
+234,008
New +$6.04M 0.65% 36

Other funds holding CSRE

AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
NPT
Nixon Peabody Trust Boston, Massachusetts $1.26B AUM 24.14% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Private Wealth Asset Management's CSRE Position: Q1 2026 in Review

Private Wealth Asset Management increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 101% in Q1 2026, buying an estimated $6.31M and bringing the position to 469,410 shares worth $12.3M. The position accounts for 1.32% of the portfolio, ranked #15.

Private Wealth Asset Management first reported a position in CSRE in Q4 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold CSRE as of Q1 2026.

  • Private Wealth Asset Management held 469,410 shares of Cohen & Steers Real Estate Active ETF worth $12.3M as of Q1 2026.
  • Private Wealth Asset Management bought 235,402 Cohen & Steers Real Estate Active ETF shares in Q1 2026, an estimated $6.31M.
  • Cohen & Steers Real Estate Active ETF made up 1.32% of Private Wealth Asset Management's portfolio in Q1 2026, its #15 holding.
  • Private Wealth Asset Management first reported a position in Cohen & Steers Real Estate Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.