UBS Group
CSRE

UBS Group’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

UBS Group’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
2025
Q4 		– Sell
-13
Closed -$339 – 11456
2025
Q3 		$339 Buy
+13
New +$337 ﹤0.01% 9725
2025
Q2 		– Sell
-858
Closed -$21.9K – 11104
2025
Q1 		$21.9K Buy
+858
New +$21.9K ﹤0.01% 8174

Other funds holding CSRE

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $935M AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return

UBS Group's CSRE Position: Q4 2025 in Review

UBS Group sold out of Cohen & Steers Real Estate Active ETF (CSRE) in Q4 2025, closing a stake of 13 shares — an estimated $339 sold.

UBS Group first reported a position in CSRE in Q1 2025 and held it in 2 quarters. The position peaked at $21.9K in Q1 2025. 51 funds tracked by Wall St. Rank hold CSRE as of Q4 2025.

  • UBS Group reported no remaining Cohen & Steers Real Estate Active ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 13 Cohen & Steers Real Estate Active ETF shares in Q4 2025, an estimated $339.
  • UBS Group first reported a position in Cohen & Steers Real Estate Active ETF in Q1 2025 and held it in 2 quarters.
  • UBS Group's Cohen & Steers Real Estate Active ETF position peaked at $21.9K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.