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
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

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 $10.1B AUM 14.03% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
NPT
Nixon Peabody Trust Boston, Massachusetts $1.26B AUM 24.14% 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 $14.1B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

United Advisor Group's CSRE Position: Q1 2026 in Review

United Advisor Group increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 49% in Q1 2026, buying an estimated $1.52M and bringing the position to 172,718 shares worth $4.54M. The position accounts for 0.56% of the portfolio, ranked #43.

United Advisor Group first reported a position in CSRE in Q4 2025 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold CSRE as of Q1 2026.

  • United Advisor Group held 172,718 shares of Cohen & Steers Real Estate Active ETF worth $4.54M as of Q1 2026.
  • United Advisor Group bought 56,806 Cohen & Steers Real Estate Active ETF shares in Q1 2026, an estimated $1.52M.
  • Cohen & Steers Real Estate Active ETF made up 0.56% of United Advisor Group's portfolio in Q1 2026, its #43 holding.
  • United Advisor Group first reported a position in Cohen & Steers Real Estate Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.