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CSRE

Cohen & Steers Real Estate Active ETF

51 hedge funds and large institutions have $140M invested in Cohen & Steers Real Estate Active ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,400% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 1

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

88% more capital invested

Capital invested by funds: $74.8M → $140M (+$65.4M)

59% more funds holding

Funds holding: 3251 (+19)

3.35% more ownership

Funds ownership: 77.66%81.01% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
51
Holders Change
+19
Holders Change %
+59.38%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
25
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$19.9M -$516K -20,000 -3%
AFG
2
Atomi Financial Group
New York
$15.3M +$15.5M +601,549 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.9M +$14M +544,006 New
DADC
4
D.A. Davidson & Co
Montana
$10.1M +$4.28M +165,961 +72%
ETC
5
Exchange Traded Concepts
Oklahoma
$8.92M +$489K +18,934 +6%
SWM
6
SK Wealth Management
Rhode Island
$6.82M +$3.27M +126,570 +94%
PWAM
7
Private Wealth Asset Management
Iowa
$5.97M +$6.04M +234,008 New
Osaic Holdings
8
Osaic Holdings
Arizona
$5.09M +$1.56M +60,488 +43%
SA
9
Sanctuary Advisors
Indiana
$4.89M +$2.07M +80,097 +72%
IF
10
Integrity Financial
Wyoming
$4.07M +$475K +18,385 +13%
NECFA
11
New England Capital Financial Advisors
Connecticut
$3.97M +$275K +10,666 +7%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.85M +$1.24M +48,030 +47%
RBWA
13
RFG - Bristol Wealth Advisors
Massachusetts
$3.33M +$188K +7,274 +6%
RA
14
RFG Advisory
Alabama
$3.16M +$460K +17,815 +17%
UAG
15
United Advisor Group
Ohio
$2.96M +$2.99M +115,912 New
ACA
16
Ascension Capital Advisors
Texas
$2.19M +$2.21M +85,654 New
CAL
17
Capital Analysts LLC
Pennsylvania
$2.08M +$1.36M +52,835 +183%
BCM
18
Blume Capital Management
California
$1.92M +$1.94M +75,325 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.85M +$1.87M +72,350 New
DWP
20
Daymark Wealth Partners
Ohio
$1.76M +$202K +7,822 +13%
FIT
21
Financially in Tune
Massachusetts
$1.58M +$1.6M +61,930 New
VFA
22
Valeo Financial Advisors
Indiana
$1.47M +$458K +17,758 +45%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.46M +$32.4K +1,255 +2%
Jane Street
24
Jane Street
New York
$1.29M +$1.3M +50,398 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.18M +$1.2M +46,341 New

CSRE Hedge Fund Activity: Q4 2025 in Review

51 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Cohen & Steers Real Estate Active ETF (CSRE) for Q4 2025, worth a combined $140M — up 88% from $74.8M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CSRE positions and 3 closed out — a net gain of 19 holders — while 25 added to existing stakes and 1 trimmed.

The largest buyer was Atomi Financial Group, opening a new position worth an estimated $15.5M. The largest seller was Armor Investment Advisors, exiting entirely with an estimated $3.18M sold.

  • 51 institutional investors held Cohen & Steers Real Estate Active ETF (CSRE) as of Q4 2025, up from 32 in Q3 2025.
  • Funds reported $140M of Cohen & Steers Real Estate Active ETF stock for Q4 2025, up 88% quarter-over-quarter.
  • 22 funds opened new Cohen & Steers Real Estate Active ETF positions in Q4 2025 and 3 closed out, a net change of +19 holders.
  • The largest Cohen & Steers Real Estate Active ETF buyer in Q4 2025 was Atomi Financial Group, an estimated $15.5M added.
  • The largest Cohen & Steers Real Estate Active ETF seller in Q4 2025 was Armor Investment Advisors, an estimated $3.18M sold.

Based on aggregated 13F filings for Q4 2025.