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 Q2	–	Sell	-337	Closed	-$8.86K	–	2099
2026 Q1	$8.86K	Buy	+337	New	+$9.03K	﹤0.01%	934

Other funds holding CSRE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

SHP Wealth Management's CSRE Position: Q2 2026 in Review

SHP Wealth Management sold out of Cohen & Steers Real Estate Active ETF (CSRE) in Q2 2026, closing a stake of 337 shares — an estimated $8.86K sold.

SHP Wealth Management first reported a position in CSRE in Q1 2026 and held it in 1 quarter. The position peaked at $8.86K in Q1 2026. 92 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

SHP Wealth Management reported no remaining Cohen & Steers Real Estate Active ETF position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 337 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $8.86K.
SHP Wealth Management first reported a position in Cohen & Steers Real Estate Active ETF in Q1 2026 and held it in 1 quarter.
SHP Wealth Management's Cohen & Steers Real Estate Active ETF position peaked at $8.86K in Q1 2026.
92 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.