SFP
CSRE

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
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

AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $935M AUM 17.66% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sterling Financial Planning's CSRE Position: Q1 2026 in Review

Sterling Financial Planning increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 7.2% in Q1 2026, buying an estimated $28.9K and bringing the position to 15,934 shares worth $419K. The position accounts for 0.12% of the portfolio, ranked #77.

Sterling Financial Planning first reported a position in CSRE in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold CSRE as of Q1 2026.

  • Sterling Financial Planning held 15,934 shares of Cohen & Steers Real Estate Active ETF worth $419K as of Q1 2026.
  • Sterling Financial Planning bought 1,077 Cohen & Steers Real Estate Active ETF shares in Q1 2026, an estimated $28.9K.
  • Cohen & Steers Real Estate Active ETF made up 0.12% of Sterling Financial Planning's portfolio in Q1 2026, its #77 holding.
  • Sterling Financial Planning first reported a position in Cohen & Steers Real Estate Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.