Sterling Financial Planning’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Sterling Financial Planning’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	$513K	Buy	18,093 +2,159	+14%	+$61.3K	0.14%	74
2026 Q1	$419K	Buy	15,934 +1,077	+7%	+$28.9K	0.12%	77
2025 Q4	$379K	Buy	14,857 +2,900	+24%	+$74.9K	0.11%	80
2025 Q3	$311K	Buy	+11,957	New	+$310K	0.1%	87

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

Sterling Financial Planning's CSRE Position: Q2 2026 in Review

Sterling Financial Planning increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 14% in Q2 2026, buying an estimated $61.3K and bringing the position to 18,093 shares worth $513K. The position accounts for 0.14% of the portfolio, ranked #74.

Sterling Financial Planning first reported a position in CSRE in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

Sterling Financial Planning held 18,093 shares of Cohen & Steers Real Estate Active ETF worth $513K as of Q2 2026.
Sterling Financial Planning bought 2,159 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $61.3K.
Cohen & Steers Real Estate Active ETF made up 0.14% of Sterling Financial Planning's portfolio in Q2 2026, its #74 holding.
Sterling Financial Planning first reported a position in Cohen & Steers Real Estate Active ETF in Q3 2025 and has held it in 4 quarters since.
92 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.