Red Mountain Financial’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Red Mountain Financial’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	$864K	Sell	32,867 -503	-2%	-$13.5K	0.81%	31
2025 Q4	$851K	Buy	+33,370	New	+$862K	0.84%	32

Other funds holding CSRE

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PWAM

Private Wealth Asset Management Cedar Rapids, Iowa $935M AUM 17.66% 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 New York $57.6B AUM 8.03% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Red Mountain Financial's CSRE Position: Q1 2026 in Review

Red Mountain Financial reduced its Cohen & Steers Real Estate Active ETF (CSRE) stake by 1.5% in Q1 2026, selling an estimated $13.5K and leaving 32,867 shares worth $864K. The position accounts for 0.81% of the portfolio, ranked #31.

Red Mountain Financial 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.

Red Mountain Financial held 32,867 shares of Cohen & Steers Real Estate Active ETF worth $864K as of Q1 2026.
Red Mountain Financial sold 503 Cohen & Steers Real Estate Active ETF shares in Q1 2026, an estimated $13.5K.
Cohen & Steers Real Estate Active ETF made up 0.81% of Red Mountain Financial's portfolio in Q1 2026, its #31 holding.
Red Mountain Financial 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 Red Mountain Financial's 13F filing for Q1 2026, filed 28 Apr 2026.