SAG
CSRE

SageView Advisory Group’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

SageView Advisory Group’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 		$504K Hold
17,750
– – 0.02% 362
2026
Q1 		$466K Hold
17,750
– – 0.02% 363
2025
Q4 		$453K Buy
+17,750
New +$458K 0.02% 377

Other funds holding CSRE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SageView Advisory Group's CSRE Position: Q2 2026 in Review

SageView Advisory Group held its Cohen & Steers Real Estate Active ETF (CSRE) position steady in Q2 2026 at 17,750 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #362.

SageView Advisory Group first reported a position in CSRE in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

  • SageView Advisory Group held 17,750 shares of Cohen & Steers Real Estate Active ETF worth $504K as of Q2 2026.
  • SageView Advisory Group left its Cohen & Steers Real Estate Active ETF share count unchanged in Q2 2026.
  • Cohen & Steers Real Estate Active ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #362 holding.
  • SageView Advisory Group first reported a position in Cohen & Steers Real Estate Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.