Sheets Smith Wealth Management
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Sheets Smith Wealth Management’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Sheets Smith Wealth 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
Q3 		$244K Buy
+9,127
New +$261K 0.03% 366

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D.A. Davidson & Co
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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
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
RFG - Bristol Wealth Advisors
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Blume Capital Management
Blume Capital Management Berkeley, California $678M AUM 32.73% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
William Mack & Associates
William Mack & Associates Troy, Michigan $319M AUM 12.97% 1-Year Est. Return

Sheets Smith Wealth Management's CSRE Position: Q3 2026 in Review

Sheets Smith Wealth Management opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q3 2026: 9,127 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #366 among its holdings.

42 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

  • Sheets Smith Wealth Management held 9,127 shares of Cohen & Steers Real Estate Active ETF worth $244K as of Q3 2026.
  • Cohen & Steers Real Estate Active ETF was a new Sheets Smith Wealth Management position in Q3 2026.
  • Cohen & Steers Real Estate Active ETF made up 0.03% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #366 holding.
  • 42 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.