Valeo Financial Advisors’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Valeo Financial Advisors’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	$2.78M	Buy	98,064 +677	+0.7%	+$19.2K	0.06%	136
2026 Q1	$2.56M	Buy	97,387 +39,922	+69%	+$1.07M	0.06%	131
2025 Q4	$1.47M	Buy	57,465 +17,758	+45%	+$458K	0.03%	223
2025 Q3	$1.03M	Buy	+39,707	New	+$1.03M	0.02%	295

Other funds holding CSRE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Valeo Financial Advisors's CSRE Position: Q2 2026 in Review

Valeo Financial Advisors increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 0.7% in Q2 2026, buying an estimated $19.2K and bringing the position to 98,064 shares worth $2.78M. The position accounts for 0.06% of the portfolio, ranked #136.

Valeo Financial Advisors first reported a position in CSRE in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

Valeo Financial Advisors held 98,064 shares of Cohen & Steers Real Estate Active ETF worth $2.78M as of Q2 2026.
Valeo Financial Advisors bought 677 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $19.2K.
Cohen & Steers Real Estate Active ETF made up 0.06% of Valeo Financial Advisors's portfolio in Q2 2026, its #136 holding.
Valeo Financial Advisors first reported a position in Cohen & Steers Real Estate Active ETF in Q3 2025 and has held it in 4 quarters since.
92 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.