Who owns CSRE?
Cohen & Steers Real Estate Active ETF · Cohen & Steers
91 institutions reported holding CSRE, worth $381.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CSRE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $29.3M | 1,031,995 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $24.9M | 878,492 | +820,280 shares |
| Compound Planning, Inc. | New York, NY | $24.2M | 852,343 | +78,312 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $20.3M | 715,277 | +88,436 shares |
| Bank of America Corp. | Charlotte, NC | $19.2M | 675,711 | +290,663 shares |
| First Foundation Advisors | Irvine, CA | $16.8M | 593,307 | +387,472 shares |
| Benjamin Edwards Inc. | Clayton, MO | $16.2M | 571,512 | +104,465 shares |
| Private Wealth Asset Management, LLC | Omaha, NE | $13.4M | 470,837 | +1,427 shares |
| D.A. Davidson & Co. | Great Falls, MT | $12.2M | 430,658 | +30,415 shares |
| Nixon Peabody Trust Co | Boston, MA | $11.8M | 417,073 | +24,513 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CSRE?
91 institutional managers reported holding CSRE in Form 13F filings for June 30, 2026, worth $381.7M in total. The largest reported position was held by Northwestern Mutual Wealth Management Co, at $29.3M.
Did institutions buy or sell CSRE last quarter?
Reported 13F value rose 55.7% from March 31, 2026, which includes price moves as well as buying and selling. 26 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CSRE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.