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 Q3	$2.79M	Buy	104,582 +6,518	+7%	+$187K	0.06%	143
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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Blume Capital Management Berkeley, California $678M AUM 32.73% 1-Year Est. Return

William Mack & Associates Troy, Michigan $319M AUM 12.97% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Valeo Financial Advisors's CSRE Position: Q3 2026 in Review

Valeo Financial Advisors increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 6.6% in Q3 2026, buying an estimated $187K and bringing the position to 104,582 shares worth $2.79M. The position accounts for 0.06% of the portfolio, ranked #143.

Valeo Financial Advisors first reported a position in CSRE in Q3 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold CSRE as of Q3 2026.

Valeo Financial Advisors held 104,582 shares of Cohen & Steers Real Estate Active ETF worth $2.79M as of Q3 2026.
Valeo Financial Advisors bought 6,518 Cohen & Steers Real Estate Active ETF shares in Q3 2026, an estimated $187K.
Cohen & Steers Real Estate Active ETF made up 0.06% of Valeo Financial Advisors's portfolio in Q3 2026, its #143 holding.
Valeo Financial Advisors first reported a position in Cohen & Steers Real Estate Active ETF in Q3 2025 and has held it in 5 quarters since.
42 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.