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

SK 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	$8.92M	Buy	311,247 +42,432	+16%	+$1.2M	2.01%	13
2026 Q1	$7.24M	Buy	268,815 +8,224	+3%	+$220K	2.01%	12
2025 Q4	$6.82M	Buy	260,591 +126,570	+94%	+$3.27M	1.9%	12
2025 Q3	$3.43M	Buy	134,021 +23,139	+21%	+$601K	1.28%	20
2025 Q2	$2.86M	Buy	110,882 +63,207	+133%	+$1.6M	1.24%	17
2025 Q1	$1.16M	Buy	+47,675	New	+$1.22M	0.62%	29

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

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

SK Wealth Management increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 16% in Q2 2026, buying an estimated $1.2M and bringing the position to 311,247 shares worth $8.92M. The position accounts for 2.01% of the portfolio, ranked #13.

SK Wealth Management 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.

SK Wealth Management held 311,247 shares of Cohen & Steers Real Estate Active ETF worth $8.92M as of Q2 2026.
SK Wealth Management bought 42,432 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $1.2M.
Cohen & Steers Real Estate Active ETF made up 2.01% of SK Wealth Management's portfolio in Q2 2026, its #13 holding.
SK Wealth Management 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 SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.