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Cohen & Steers Real Estate Active ETF (CSRE) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Cohen & Steers Real Estate Active ETF (NYSEARCA:CSRE)

Current
Institutional Ownership
Percentage
0.27%
Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$54.21M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$6.88M
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CSRE Institutional Buying and Selling by Quarter

Cohen & Steers Real Estate Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Capital Analysts LLC394,362$11.19M0.3%+122.8%2.280%
9/9/2026 RFG Advisory LLC226,267$6.42M0.1%+77.3%1.308%
9/9/2026 IFP Advisors Inc46,610$1.32M0.0%+18.8%0.269%
9/4/2026 Parkside Financial Bank & Trust5,437$154K0.0%N/A0.031%
9/2/2026 Citadel Advisors LLC45,607$1.29M0.0%-84.1%0.264%
8/21/2026 Integrity Financial Corp WA176,295$5.00M2.4%+6.2%1.019%
7/10/2026 William Mack & Associates Inc.90,804$2.58M0.9%+159.5%0.583%
7/9/2026 Valeo Financial Advisors LLC98,064$2.78M0.1%+0.7%0.630%
7/7/2026 Bill Few Associates Inc.11,051$314K0.1%N/A0.071%
5/19/2026 Bank of America Corp DE385,048$10.12M0.0%+178,992.1%3.075%
5/18/2026 Royal Bank of Canada626,841$16.47M0.0%+15.2%5.007%
5/14/2026 Compound Planning Inc.774,031$20.34M0.6%+28.7%6.182%
5/14/2026 Ascension Capital Advisors Inc.193,523$5.09M1.6%+125.9%1.546%
5/6/2026 Sterling Financial Planning Inc.15,934$419K0.1%+7.2%0.127%
5/6/2026 SK Wealth Management LLC268,815$7.24M2.0%+3.2%2.147%
5/5/2026 D.A. Davidson & CO.400,243$10.52M0.1%+0.6%3.197%
5/5/2026 RFG Bristol Wealth Advisors LLC168,984$4.44M1.2%+29.6%1.350%
5/5/2026 Bank of New York Mellon Corp30,669$806K0.0%N/A0.245%
5/5/2026 Sanctuary Advisors LLC242,089$6.36M0.0%+26.3%1.934%
5/4/2026 NWF Advisory Services Inc.19,846$522K0.1%+22.2%0.159%
5/4/2026 Tevis Investment Management27,653$727K0.4%+3.2%0.221%
5/1/2026 Fifth Third Bancorp11,370$299K0.0%N/A0.091%
5/1/2026 Arbor Capital Management Inc. ADV39,308$1.09M0.9%-3.1%0.297%
4/28/2026 Red Mountain Financial LLC32,867$864K0.8%-1.5%0.248%
4/28/2026 Nixon Peabody Trust Co.392,560$10.32M0.8%N/A3.153%
4/28/2026 New England Capital Financial Advisors LLC242,299$6.37M1.7%+55.6%1.946%
4/23/2026 Apollon Wealth Management LLC99,058$2.60M0.0%N/A0.805%
4/22/2026 Janney Montgomery Scott LLC105,879$2.78M0.0%+46.3%0.866%
4/21/2026 Maridea Wealth Management LLC12,979$341K0.0%+23.0%0.106%
4/20/2026 Kestra Private Wealth Services LLC22,534$592K0.0%+44.1%0.184%
4/20/2026 RFG Advisory LLC127,632$3.35M0.1%+3.1%1.044%
4/18/2026 HHM Wealth Advisors LLC57,408$1.51M0.2%N/A0.469%
4/17/2026 Krilogy Financial LLC13,322$380K0.0%+29.4%0.109%
4/16/2026 Freedom Financial Partners LLC43,100$1.13M0.4%N/A0.373%


CSRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 institutional investors and hedge funds held shares of Cohen & Steers Real Estate Active ETF. The most heavily invested institutionals were Compound Planning Inc. ($20.34M), Royal Bank of Canada ($16.47M), Capital Analysts LLC ($11.19M), D.A. Davidson & CO. ($10.52M), Nixon Peabody Trust Co. ($10.32M), Bank of America Corp DE ($10.12M), and SK Wealth Management LLC ($7.24M).Learn more on Cohen & Steers Real Estate Active ETF's institutional investors.

0.27% of Cohen & Steers Real Estate Active ETF's stock is owned by institutional investors. Learn more on CSRE's institutional investor holdings.

Of the 30 institutional investors that purchased Cohen & Steers Real Estate Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Nixon Peabody Trust Co. ($392.56K), Bank of America Corp DE ($384.83K), Capital Analysts LLC ($217.39K), Compound Planning Inc. ($172.48K), Ascension Capital Advisors Inc. ($107.87K), RFG Advisory LLC ($102.53K), and Apollon Wealth Management LLC ($99.06K).

Institutional investors have bought a total of 2,030,332 shares in the last 24 months. This purchase volume represents approximately $54.21M in transactions.

The following institutional investors have sold Cohen & Steers Real Estate Active ETF stock in the last 24 months: Citadel Advisors LLC ($240.76K), Arbor Capital Management Inc. ADV ($1.25K), and Red Mountain Financial LLC ($503.00).

Institutional investors have sold a total of 242,513 shares in the last 24 months. This volume of shares sold represents approximately $6.88M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CSRE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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