WMA
CSRE

William Mack & Associates’s Cohen & Steers Real Estate Active ETF CSRE Stock Holding History

William Mack & Associates’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 		$2.58M Buy
90,804
+55,809
+159% +$1.58M 0.91% 13
2026
Q1 		$920K Buy
34,995
+22,667
+184% +$607K 0.53% 24
2025
Q4 		$315K Buy
+12,328
New +$318K 0.15% 57

Other funds holding CSRE

VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return