Skip to content
Disclosery

CSRE COHEN & STEERS ETF TRUST

Follow

REAL ESTATE ACTI (fund)

51 managers (51 13F filers) reported a position in CSRE shares at 2025-12-31, 5,488,162 shares in all. 20 filers opened a position and 3 filers sold out during the quarter.

Managers
51
13F filers
51
New
20
Added
25
Reduced
1
Sold out
3
Shares held by filers
5,488,162

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COHEN & STEERS, INC.in group COHEN & STEERS, INC.780,000$19.9M0.04%-20,00013F-HRTimelineGroup
Compound Planning, Inc.601,549$15.3M0.45%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA544,006$13.9M<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.397,788$10.1M0.06%+165,96113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC349,635$8.92M0.07%+18,93413F-HRTimeline
SK Wealth Management, LLC260,591$6.82M1.9%+126,57013F-HRTimeline
Private Wealth Asset Management, LLC234,008$5.97M0.65%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.199,580$5.09M0.01%+60,48813F-HRTimelineGroup
Sanctuary Advisors, LLC191,718$4.89M0.03%+80,09713F-HRTimeline
Integrity Financial Corp /WA159,408$4.07M2.06%+18,38513F-HRTimeline
New England Capital Financial Advisors …155,736$3.97M1.55%+10,66613F-HRTimeline
HighTower Advisors, LLC150,887$3.85M<0.01%+48,03013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC130,374$3.33M0.93%+7,27413F-HRTimeline
RFG Advisory, LLC123,742$3.16M0.06%+17,81513F-HRTimeline
United Advisor Group, LLC115,912$2.96M0.38%new13F-HRTimeline
Ascension Capital Advisors, Inc.85,654$2.19M0.75%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC81,715$2.08M0.06%+52,83513F-HR/ATimelineGroup
Blume Capital Management, Inc.75,325$1.92M0.35%new13F-HRTimeline
Janney Montgomery Scott LLC72,350$1.85M<0.01%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC69,103$1.76M0.06%+7,82213F-HRTimeline
Financially in Tune, LLC61,930$1.58M1.47%13F-HRTimeline
Valeo Financial Advisors, LLC57,465$1.47M0.03%+17,75813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,106$1.46M<0.01%+1,25513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,398$1.29M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,341$1.18M<0.01%new13F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC44,709$1.14M0.04%new13F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV40,557$1.04M0.87%+89913F-HRTimeline
Red Mountain Financial, LLC33,370$851K0.84%new13F-HRTimeline
IFP Advisors, Inc30,999$791K0.02%+28,52213F-HRTimeline
Tevis Investment Management26,801$698K0.42%013F-HRTimeline
Visionary Wealth Advisors26,865$685K0.03%new13F-HRTimeline
Clayton Financial Group LLC26,852$685K0.35%+23,88613F-HRTimeline
HBW ADVISORY SERVICES LLC24,600$628K0.07%+1,72913F-HRTimeline
Clearstead Advisors, LLC20,873$533K0.01%013F-HRTimeline
SageView Advisory Group, LLC17,750$453K0.02%new13F-HRTimeline
NWF Advisory Services Inc.16,245$414K0.05%+2,76513F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC15,640$399K<0.01%new13F-HRTimelineGroup
Alchemi Wealth, LLC14,994$383K0.21%13F-HRTimeline
SITTNER & NELSON, LLC14,242$381K0.13%+8,57313F-HRTimeline
Sterling Financial Planning, Inc.14,857$379K0.11%+2,90013F-HRTimeline
Oak Wealth Advisors LLC14,066$359K0.21%new13F-HRTimeline
William Mack & Associates, Inc.12,328$315K0.15%new13F-HRTimeline
Maridea Wealth Management LLC10,554$269K0.04%+17813F-HRTimeline
Krilogy Financial LLC10,297$268K0.01%+6613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,030$230K<0.01%+89313F-HRTimelineGroup
COMERICA BANK6,303$161K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,464$62.9K0.04%+1,94513F-HRTimeline
Cornerstone Planning Group LLC692$17.8K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC400$10K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/215$5.49K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…138$3.52K<0.01%new13F-HR/ATimelineGroup