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 Q3	$524K	Buy	19,634 +1,541	+9%	+$44.1K	0.14%	73
2026 Q2	$513K	Buy	18,093 +2,159	+14%	+$61.2K	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

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

New England Capital Financial Advisors Meriden, Connecticut $430M AUM 7.57% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Sterling Financial Planning's CSRE Position: Q3 2026 in Review

Sterling Financial Planning increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 8.5% in Q3 2026, buying an estimated $44.1K and bringing the position to 19,634 shares worth $524K. The position accounts for 0.14% of the portfolio, ranked #73.

Sterling Financial Planning first reported a position in CSRE in Q3 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

Sterling Financial Planning held 19,634 shares of Cohen & Steers Real Estate Active ETF worth $524K as of Q3 2026.
Sterling Financial Planning bought 1,541 Cohen & Steers Real Estate Active ETF shares in Q3 2026, an estimated $44.1K.
Cohen & Steers Real Estate Active ETF made up 0.14% of Sterling Financial Planning's portfolio in Q3 2026, its #73 holding.
Sterling Financial Planning first reported a position in Cohen & Steers Real Estate Active ETF in Q3 2025 and has held it in 5 quarters since.
61 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.