Who Owns Cohen & Steers Real Estate Active ETF (CSRE)?Hedge Fund & Institutional Holders

$27.21+0.04 (+0.15%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.534700013e+256T

% of Float Held

—

QoQ Change in Holders

+13 / -2

Price History

$22.69$24.08$25.48$26.87$28.26Feb 25Aug 25Mar 26

CSRE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Compound Planning, Inc.New Position+602K+$15.3B
ROYAL BANK OF CANADANew Position+544K+$13.0B
D.A. DAVIDSON & CO.New Position+398K+$10.1B
Private Wealth Asset Management, LLCNew Position+234K+$6.0B
Integrity Financial Corp /WANew Position+159K+$4.1B
New England Capital Financial Advisors LLCNew Position+156K+$4.0B
SK Wealth Management, LLCIncreased+127K+$3.4B
RFG - Bristol Wealth Advisors, LLCNew Position+130K+$3.3B
United Advisor Group, LLCNew Position+116K+$3.0B
Ascension Capital Advisors, Inc.New Position+86K+$2.2B
ARBOR CAPITAL MANAGEMENT INC /ADVNew Position+41K+$1.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+46K+$1.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+57K+$1.0B
Visionary Wealth AdvisorsNew Position+27K+$685.0M
Clayton Financial Group LLCIncreased+24K+$606.7M

CSRE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCClosed Position-24K-$616.6M
COHEN & STEERS, INC.Decreased-20K-$939K
UBS Group AGClosed Position-13-$339K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Compound Planning, Inc.601,549$15.3B0.45%Share
2ROYAL BANK OF CANADA539,100$13.0B0.00%Share
3D.A. DAVIDSON & CO.397,788$10.1B0.06%Share
4EXCHANGE TRADED CONCEPTS, LLC349,635$8.9B0.07%Share
5SK Wealth Management, LLC260,591$6.8B1.90%Share
6Private Wealth Asset Management, LLC234,008$6.0B0.65%Share
7Integrity Financial Corp /WA159,408$4.1B2.06%Share
8New England Capital Financial Advisors LLC155,736$4.0B1.55%Share
9RFG - Bristol Wealth Advisors, LLC130,374$3.3B0.93%Share
10United Advisor Group, LLC115,912$3.0B0.37%Share
11Ascension Capital Advisors, Inc.85,654$2.2B0.75%Share
12OSAIC HOLDINGS, INC.87,792$2.0B0.00%Share
13OSAIC HOLDINGS, INC.94,854$2.0B0.00%Share
14ARBOR CAPITAL MANAGEMENT INC /ADV40,557$1.0B0.87%Share
15SUSQUEHANNA INTERNATIONAL GROUP, LLP46,341$1.0B0.00%Share
16COMMONWEALTH EQUITY SERVICES, LLC57,106$1.0B0.00%Share
17Tevis Investment Management26,801$698.0M0.42%Share
18Visionary Wealth Advisors26,865$685.0M0.03%Share
19Clayton Financial Group LLC21,585$550.0M0.28%Share
20NWF Advisory Services Inc.16,245$414.0M0.05%Share
21SITTNER & NELSON, LLC14,242$381.0M0.13%Share
22Sterling Financial Planning, Inc.14,857$379.0M0.11%Share
23Oak Wealth Advisors LLC14,066$358.0M0.21%Share
24William Mack & Associates, Inc.12,328$314.0M0.15%Share
25Maridea Wealth Management LLC10,554$269.0M0.04%Share
26Krilogy Financial LLC10,297$268.0M0.01%Share
27COMERICA BANK5,953$151.0M0.00%Share
28Clayton Financial Group LLC5,267$134.0M0.07%Share
291620 INVESTMENT ADVISORS, INC.2,464$62.0M0.04%Share
30COHEN & STEERS, INC.780,000$19.9M0.04%Share
31Cornerstone Planning Group LLC692$17.0M0.00%Share
32COMERICA BANK350$8.0M0.00%Share
33Sanctuary Advisors, LLC191,718$4.9M0.03%Share
34RFG Advisory, LLC123,742$3.2M0.06%Share
35HighTower Advisors, LLC150,887$3.0M0.00%Share
36Blume Capital Management, Inc.75,325$1.9M0.35%Share
37Capital Analysts, LLC74,079$1.9M0.06%Share
38DAYMARK WEALTH PARTNERS, LLC69,103$1.8M0.06%Share
39Valeo Financial Advisors, LLC57,465$1.5M0.00%Share
40Virtu Financial LLC44,709$1.1M0.04%Share
41Janney Montgomery Scott LLC72,350$1.0M0.00%Share
42JANE STREET GROUP, LLC50,398$1.0M0.00%Share
43Red Mountain Financial, LLC33,370$851K0.84%Share
44Sanctuary Advisors, LLC26,206$676K0.00%Share
45HBW ADVISORY SERVICES LLC24,600$627K0.07%Share
46KESTRA PRIVATE WEALTH SERVICES, LLC15,640$399K0.00%Share
47Alchemi Wealth, LLC14,994$382K0.21%Share
48Capital Analysts, LLC7,636$195K0.01%Share
49BESSEMER GROUP INC400$00.00%Share
50Rockefeller Capital Management L.P.138$00.00%Share

CSRE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202550$88.5B+33
Q3 202517$23.8B+3
Q2 202514$10.5B+8
Q1 20256$1.6B—

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As of Q4 2025, 50 institutional investors hold CSRE (Cohen & Steers Real Estate Active ETF). The largest holder is Compound Planning, Inc. with $15.3B in shares. This quarter, 13 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CSRE?

As of Q4 2025, 50 institutional investors report holding CSRE (Cohen & Steers Real Estate Active ETF) in their 13F filings.

Who is the largest institutional holder of CSRE?

The largest institutional holder of CSRE is Compound Planning, Inc. with $15.3B in shares.

Is institutional ownership of CSRE increasing or decreasing?

This quarter, 13 institutions opened new positions in CSRE and 2 closed their positions.