C&S Real Estate Active ETFCSREETF

13F holders, Q1 2026 (March 31)
71holders +20
23new positions
2sold out
1famous investor
$26.31avg. 13F price*

At the end of Q1 2026, 71 institutions reported holding C&S Real Estate Active ETF (CSRE) in their 13F filings, up 20 from Q4 2025. 23 opened new positions and 2 sold out. The largest holders were Compound Planning, Inc. ($20.3M), Royal Bank of Canada ($16.5M) and Private Wealth Asset Management, LLC ($12.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
C&S Real Estate Active ETF
Filed as
COHEN & STEERS ETF TRUST (Q1 2026)
CUSIP
19249U104
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2025: 6Q1 2025Q2 2025: 16Q2 2025Q3 2025: 32Q3 2025Q4 2025: 51Q4 2025Q1 2026: 71Q1 2026Q2 2026: 92Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions23$56.2M
Exits2$2.3M

All 13F filers, Q4 2025 → Q1 2026: 4,398,550 shares bought and 480,302 shares sold, net +3,918,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 71 holders

Compound Planning, Inc. 0.63% Add +28.7% 774,031 $20.3M
Royal Bank of Canada 0.00% Add +15.2% 626,841 $16.5M
Private Wealth Asset Management, LLC 1.32% Add +100.6% 469,410 $12.3M
Benjamin Edwards Inc. 0.12% New 467,047 $12.3M
D.A. Davidson & Co. 0.06% Add +0.6% 400,243 $10.5M
Nixon Peabody Trust Co. 0.82% New 392,560 $10.3M
Cohen & Steers, Inc. 0.02% Reduce -49.7% 392,500 $10.3M
Bank of America Corp. 0.00% Add +178992.1% 385,048 $10.1M
Exchange Traded Concepts, LLC 0.08% Add +6.4% 371,968 $9.8M
Osaic Holdings, Inc. 0.01% Add +50.5% 300,462 $7.9M
HighTower Advisors, LLC 0.01% Add +91.9% 289,532 $7.6M
Citadel Advisors 0.01% New 286,368 $7.5M
SK Wealth Management, LLC 2.01% Add +3.2% 268,815 $7.2M
New England Capital Financial Advisors LLC 1.74% Add +55.6% 242,299 $6.4M
Sanctuary Advisors, LLC 0.03% Add +26.3% 242,089 $6.4M
Jane Street Group, LLC 0.01% Add +337.9% 220,713 $5.8M
First Foundation Advisors 0.22% New 205,835 $5.4M
Ascension Capital Advisors, Inc. 1.60% Add +125.9% 193,523 $5.1M
Visionary Wealth Advisors 0.22% Add +611.0% 191,000 $5.0M
Capital Analysts, LLC 0.12% Add +116.6% 176,969 $4.7M
United Advisor Group, LLC 0.56% Add +49.0% 172,718 $4.5M
RFG - Bristol Wealth Advisors, LLC 1.20% Add +29.6% 168,984 $4.4M
Integrity Financial Corp 2.17% Add +4.2% 166,030 $4.4M
Mariner, LLC 0.00% New 151,364 $4.0M
RFG Advisory, LLC 0.06% Add +3.1% 127,632 $3.4M
Commonwealth Equity Services, LLC 0.00% Add +117.5% 124,202 $3.3M
Blume Capital Management, Inc. 0.51% Add +51.9% 114,441 $3.0M
ABLE Financial Group, LLC 0.55% New 106,127 $2.8M
Janney Montgomery Scott LLC 0.01% Add +46.3% 105,879 $2.8M
Apollon Wealth Management, LLC 0.04% New 99,058 $2.6M
Valeo Financial Advisors, LLC 0.06% Add +69.5% 97,387 $2.6M
Daymark Wealth Partners, LLC 0.07% Add +28.1% 88,553 $2.3M
Thrivent Financial for Lutherans 0.00% New 83,416 $2.2M
Financially in Tune, LLC 1.49% Add +6.2% 65,762 $1.7M
Oak Wealth Advisors LLC 0.91% Add +346.1% 62,749 $1.6M
Raymond James Financial Inc. 0.00% New 58,212 $1.5M
HHM Wealth Advisors, LLC 0.17% New 57,408 $1.5M
Dakota Wealth Management 0.03% New 48,224 $1.3M
Freedom Financial Partners LLC 0.40% New 43,100 $1.1M
Arbor Capital Management Inc. 0.89% Reduce -3.1% 39,308 $1.1M
IFP Advisors, Inc 0.02% Add +26.6% 39,245 $1.0M
William Mack & Associates, Inc. 0.53% Add +183.9% 34,995 $920K
Envestnet Asset Management Inc. 0.00% New 33,456 $879K
Red Mountain Financial, LLC 0.81% Reduce -1.5% 32,867 $864K
Bank of New York Mellon Corp 0.00% New 30,669 $806K
Clayton Financial Group LLC 0.41% Add +14.1% 30,636 $805K
Tevis Investment Management 0.41% Add +3.2% 27,653 $727K
HBW Advisory Services LLC 0.07% Add +1.4% 24,932 $655K
Sittner & Nelson, LLC 0.23% Add +67.8% 23,901 $628K
Kestra Private Wealth Services, LLC 0.01% Add +44.1% 22,534 $592K
Clearstead Advisors, LLC 0.01% No change 20,873 $549K
NWF Advisory Services Inc. 0.06% Add +22.2% 19,846 $522K
Farther Finance Advisors, LLC 0.00% New 19,024 $502K
SageView Advisory Group, LLC 0.02% No change 17,750 $466K
Creative Planning 0.00% New 17,750 $466K
Alchemi Wealth, LLC 0.25% Add +16.0% 17,399 $457K
Sterling Financial Planning, Inc. 0.12% Add +7.3% 15,934 $419K
Krilogy Financial LLC 0.01% Add +29.4% 13,322 $380K
PCA Investment Advisory Services Inc. 0.13% New 14,445 $380K
Maridea Wealth Management LLC 0.05% Add +23.0% 12,979 $341K
Ellis Investment Partners, LLC 0.06% New 12,824 $337K
Rockefeller Capital Management L.P. 0.00% Add +8478.3% 11,838 $311K
Fifth Third Bancorp 0.00% New 11,370 $299K
Stifel Financial Corp. 0.00% Add +22.8% 11,084 $291K
1620 Investment Advisors, Inc. 0.05% Add +19.0% 2,933 $77K
Cornerstone Planning Group LLC 0.00% Add +0.4% 695 $20K
Steward Partners Investment Advisory, LLC 0.00% New 460 $12K
Bessemer Group Inc. 0.00% No change 400 $11K
SHP Wealth Management 0.00% New 337 $9K
Jones Financial Companies LLLP 0.00% New 148 $4K
Morgan Stanley 0.00% New 1 $48

"% of holder's portfolio" is CSRE's weight in each manager's 13F, not the share of C&S Real Estate Active ETF the manager owns.