Steward Partners Investment Advisory’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Steward Partners Investment Advisory’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	$12.1K	Buy	+460	New	+$12.3K	﹤0.01%	3471

Other funds holding CSRE

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

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 New York $57.6B AUM 8.03% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's CSRE Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Cohen & Steers Real Estate Active ETF (CSRE) in Q1 2026: 460 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #3471 among its holdings.

70 funds tracked by Wall St. Rank hold CSRE as of Q1 2026.

Steward Partners Investment Advisory held 460 shares of Cohen & Steers Real Estate Active ETF worth $12.1K as of Q1 2026.
Cohen & Steers Real Estate Active ETF was a new Steward Partners Investment Advisory position in Q1 2026.
Cohen & Steers Real Estate Active ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3471 holding.
70 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.