TIM
CSRE

Tevis Investment Management’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Tevis Investment 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
Q1 		$727K Buy
27,653
+852
+3% +$22.8K 0.41% 60
2025
Q4 		$698K Hold
26,801
– – 0.42% 64
2025
Q3 		$698K Buy
26,801
+241
+0.9% +$6.25K 0.42% 64
2025
Q2 		$685K Buy
+26,560
New +$672K 0.44% 63

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

Tevis Investment Management's CSRE Position: Q1 2026 in Review

Tevis Investment Management increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 3.2% in Q1 2026, buying an estimated $22.8K and bringing the position to 27,653 shares worth $727K. The position accounts for 0.41% of the portfolio, ranked #60.

Tevis Investment Management first reported a position in CSRE in Q2 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold CSRE as of Q1 2026.

  • Tevis Investment Management held 27,653 shares of Cohen & Steers Real Estate Active ETF worth $727K as of Q1 2026.
  • Tevis Investment Management bought 852 Cohen & Steers Real Estate Active ETF shares in Q1 2026, an estimated $22.8K.
  • Cohen & Steers Real Estate Active ETF made up 0.41% of Tevis Investment Management's portfolio in Q1 2026, its #60 holding.
  • Tevis Investment Management first reported a position in Cohen & Steers Real Estate Active ETF in Q2 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.