UAG
CSRE

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

United Advisor 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
2026
Q2 		$5.44M Buy
191,597
+18,879
+11% +$536K 0.57% 41
2026
Q1 		$4.54M Buy
172,718
+56,806
+49% +$1.52M 0.56% 43
2025
Q4 		$2.96M Buy
+115,912
New +$2.99M 0.37% 68

Other funds holding CSRE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 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

United Advisor Group's CSRE Position: Q2 2026 in Review

United Advisor Group increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 11% in Q2 2026, buying an estimated $536K and bringing the position to 191,597 shares worth $5.44M. The position accounts for 0.57% of the portfolio, ranked #41.

United Advisor Group first reported a position in CSRE in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

  • United Advisor Group held 191,597 shares of Cohen & Steers Real Estate Active ETF worth $5.44M as of Q2 2026.
  • United Advisor Group bought 18,879 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $536K.
  • Cohen & Steers Real Estate Active ETF made up 0.57% of United Advisor Group's portfolio in Q2 2026, its #41 holding.
  • United Advisor Group first reported a position in Cohen & Steers Real Estate Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.