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Disclosery

CSRE COHEN & STEERS ETF TRUST

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REAL ESTATE ACTI (fund)

71 managers (71 13F filers) reported a position in CSRE shares at 2026-03-31, 9,400,107 shares in all. 23 filers opened a position and 2 filers sold out during the quarter.

Managers
71
13F filers
71
New
23
Added
42
Reduced
3
Sold out
2
Shares held by filers
9,400,107

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Compound Planning, Inc.774,031$20.3M0.63%+172,48213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA626,841$16.5M<0.01%+82,83513F-HRTimelineGroup
Private Wealth Asset Management, LLC469,410$12.3M1.32%+235,40213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC467,047$12.3M0.12%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.400,243$10.5M0.06%+2,45513F-HRTimeline
NIXON PEABODY TRUST CO392,560$10.3M0.82%new13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.392,500$10.3M0.02%-387,50013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/385,048$10.1M<0.01%+384,83313F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC371,968$9.78M0.08%+22,33313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.300,462$7.9M0.01%+100,88213F-HRTimelineGroup
HighTower Advisors, LLC289,532$7.61M0.01%+138,64513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC286,368$7.53M0.01%new13F-HRTimelineGroup
SK Wealth Management, LLC268,815$7.24M2.01%+8,22413F-HRTimeline
New England Capital Financial Advisors …242,299$6.37M1.74%+86,56313F-HRTimeline
Sanctuary Advisors, LLC242,089$6.36M0.03%+50,37113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC220,713$5.8M0.01%+170,31513F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS205,835$5.41M0.22%new13F-HRTimelineGroup
Ascension Capital Advisors, Inc.193,523$5.09M1.6%+107,86913F-HRTimeline
Visionary Wealth Advisors191,000$5.02M0.22%+164,13513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC176,969$4.65M0.12%+95,25413F-HRTimelineGroup
United Advisor Group, LLC172,718$4.54M0.56%+56,80613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC168,984$4.44M1.2%+38,61013F-HRTimeline
Integrity Financial Corp /WA166,030$4.36M2.17%+6,62213F-HRTimeline
Mariner, LLCin group Mariner, LLC151,364$3.98M<0.01%new13F-HRTimelineGroup
RFG Advisory, LLC127,632$3.35M0.06%+3,89013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC124,202$3.26M<0.01%+67,09613F-HRTimeline
Blume Capital Management, Inc.114,441$3.01M0.51%+39,11613F-HRTimeline
ABLE Financial Group, LLC106,127$2.79M0.55%new13F-HRTimeline
Janney Montgomery Scott LLC105,879$2.78M0.01%+33,52913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC99,058$2.6M0.04%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC97,387$2.56M0.06%+39,92213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC88,553$2.33M0.07%+19,45013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…83,416$2.19M<0.01%new13F-HRTimelineGroup
Financially in Tune, LLC65,762$1.73M1.49%+3,83213F-HRTimeline
Oak Wealth Advisors LLC62,749$1.65M0.91%+48,68313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,212$1.53M<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC57,408$1.51M0.17%new13F-HRTimeline
Dakota Wealth Management48,224$1.27M0.03%new13F-HR/ATimeline
Freedom Financial Partners LLC43,100$1.13M0.4%new13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV39,308$1.09M0.89%-1,24913F-HRTimeline
IFP Advisors, Inc39,245$1.03M0.02%+8,24613F-HRTimeline
William Mack & Associates, Inc.34,995$920K0.53%+22,66713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,456$879K<0.01%new13F-HRTimelineGroup
Red Mountain Financial, LLC32,867$864K0.81%-50313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,669$806K<0.01%new13F-HRTimelineGroup
Clayton Financial Group LLC30,636$805K0.41%+3,78413F-HRTimeline
Tevis Investment Management27,653$727K0.41%+85213F-HRTimeline
HBW ADVISORY SERVICES LLC24,932$655K0.07%+33213F-HRTimeline
SITTNER & NELSON, LLC23,901$628K0.23%+9,65913F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC22,534$592K0.01%+6,89413F-HRTimelineGroup
Clearstead Advisors, LLC20,873$549K0.01%013F-HRTimeline
NWF Advisory Services Inc.19,846$522K0.06%+3,60113F-HRTimeline
Farther Finance Advisors, LLC19,024$502K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning17,750$466K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC17,750$466K0.02%013F-HRTimeline
Alchemi Wealth, LLC17,399$457K0.25%+2,40513F-HRTimeline
Sterling Financial Planning, Inc.15,934$419K0.12%+1,07713F-HRTimeline
Krilogy Financial LLC13,322$380K0.01%+3,02513F-HRTimeline
PCA Investment Advisory Services Inc.14,445$380K0.13%new13F-HRTimeline
Maridea Wealth Management LLC12,979$341K0.05%+2,42513F-HRTimeline
Ellis Investment Partners, LLC12,824$337K0.06%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,838$311K<0.01%+11,70013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,370$299K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,084$291K<0.01%+2,05413F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.2,933$77.1K0.05%+46913F-HRTimeline
Cornerstone Planning Group LLC695$19.8K<0.01%+313F-HRTimeline
Steward Partners Investment Advisory, L…460$12.1K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC400$11K<0.01%013F-HRTimelineGroup
SHP Wealth Management337$8.86K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP148$3.83K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$48<0.01%new13F-HRTimelineGroup