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
2025 Q4	$453K	Buy	+17,750	New	+$458K	0.02%	377

Other funds holding CSRE

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

PWAM

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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return

SageView Advisory Group's CSRE Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q4 2025: 17,750 shares worth $453K. The stake represents 0.02% of the portfolio and ranks #377 among its holdings.

51 funds tracked by Wall St. Rank hold CSRE as of Q4 2025.

SageView Advisory Group held 17,750 shares of Cohen & Steers Real Estate Active ETF worth $453K as of Q4 2025.
Cohen & Steers Real Estate Active ETF was a new SageView Advisory Group position in Q4 2025.
Cohen & Steers Real Estate Active ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #377 holding.
51 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.