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

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

William Mack & Associates's CSRE Position: Q2 2026 in Review

William Mack & Associates increased its Cohen & Steers Real Estate Active ETF (CSRE) stake by 159% in Q2 2026, buying an estimated $1.58M and bringing the position to 90,804 shares worth $2.58M. The position accounts for 0.91% of the portfolio, ranked #13.

William Mack & Associates first reported a position in CSRE in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold CSRE as of Q2 2026.

William Mack & Associates held 90,804 shares of Cohen & Steers Real Estate Active ETF worth $2.58M as of Q2 2026.
William Mack & Associates bought 55,809 Cohen & Steers Real Estate Active ETF shares in Q2 2026, an estimated $1.58M.
Cohen & Steers Real Estate Active ETF made up 0.91% of William Mack & Associates's portfolio in Q2 2026, its #13 holding.
William Mack & Associates first reported a position in Cohen & Steers Real Estate Active ETF in Q4 2025 and has held it in 3 quarters since.
91 funds tracked by Wall St. Rank held Cohen & Steers Real Estate Active ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.