VWA
CSRE

Visionary Wealth Advisors’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

Visionary Wealth 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
Q1 		$5.02M Buy
191,000
+164,135
+611% +$4.4M 0.22% 111
2025
Q4 		$685K Buy
+26,865
New +$694K 0.03% 324

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 $11B AUM 18.22% 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
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 $21.9B AUM 68.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Visionary Wealth Advisors's CSRE Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 611% in Q1 2026, buying an estimated $4.4M and bringing the position to 191,000 shares worth $5.02M. The position accounts for 0.22% of the portfolio, ranked #111.

Visionary Wealth Advisors 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.

  • Visionary Wealth Advisors held 191,000 shares of Cohen & Steers Real Estate Active ETF worth $5.02M as of Q1 2026.
  • Visionary Wealth Advisors bought 164,135 Cohen & Steers Real Estate Active ETF shares in Q1 2026, an estimated $4.4M.
  • Cohen & Steers Real Estate Active ETF made up 0.22% of Visionary Wealth Advisors's portfolio in Q1 2026, its #111 holding.
  • Visionary Wealth Advisors 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 Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.