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

SHP 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 Q1	$8.86K	Buy	+337	New	+$9.03K	﹤0.01%	934

Other funds holding CSRE

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 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 $11B AUM 18.22% 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

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 $21.9B AUM 68.6% 1-Year Est. Return

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

SHP Wealth Management's CSRE Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q1 2026: 337 shares worth $8.86K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings.

71 funds tracked by Wall St. Rank hold CSRE as of Q1 2026.

SHP Wealth Management held 337 shares of Cohen & Steers Real Estate Active ETF worth $8.86K as of Q1 2026.
Cohen & Steers Real Estate Active ETF was a new SHP Wealth Management position in Q1 2026.
Cohen & Steers Real Estate Active ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #934 holding.
71 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.