VFA
CSRE

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

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 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. 11 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.
  • 11 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.