Sittner & Nelson’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Sittner & Nelson’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	$1.22M	Buy	42,880 +18,979	+79%	+$538K	0.38%	59
2026 Q1	$628K	Buy	23,901 +9,659	+68%	+$259K	0.23%	83
2025 Q4	$381K	Buy	14,242 +8,573	+151%	+$221K	0.13%	109
2025 Q3	$148K	Buy	5,669 +3,050	+116%	+$79.2K	0.05%	175
2025 Q2	$67.6K	Buy	2,619 +1,061	+68%	+$26.8K	0.03%	222
2025 Q1	$39.8K	Buy	+1,558	New	+$39.8K	0.02%	258

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

Sittner & Nelson's CSRE Position: Q2 2026 in Review

Sittner & Nelson increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 79% in Q2 2026, buying an estimated $538K and bringing the position to 42,880 shares worth $1.22M. The position accounts for 0.38% of the portfolio, ranked #59.

Sittner & Nelson first reported a position in CSRE in Q1 2025 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

Sittner & Nelson held 42,880 shares of Cohen & Steers Real Estate Active ETF worth $1.22M as of Q2 2026.
Sittner & Nelson bought 18,979 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $538K.
Cohen & Steers Real Estate Active ETF made up 0.38% of Sittner & Nelson's portfolio in Q2 2026, its #59 holding.
Sittner & Nelson first reported a position in Cohen & Steers Real Estate Active ETF in Q1 2025 and has held it in 6 quarters since.
92 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.