Evid Invest
Who owns CSREWhat CSRE owns — n/a

Who owns Cohen & Steers Real Estate Active ETF?

Institutional ownership of CSRE from SEC Form 13F filings across 61 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

61

13F holders

$315.7M

value, 2026 filers

497.3%

of shares outstanding (11.7M sh)

13

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CSRE's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW1.0M$29.3M0.0%43.9%new
2RAYMOND JAMES FINANCIAL INC878,492$24.9M0.0%37.4%+1409.1%
3Compound Planning, Inc.852,343$24.2M0.6%36.3%+10.1%
4EXCHANGE TRADED CONCEPTS, LLC802,196$22.8M0.1%34.1%+115.7%
5ROYAL BANK OF CANADA715,277$20.3M0.0%30.4%+14.1%
6BANK OF AMERICA CORP /DE/675,711$19.2M0.0%28.7%+75.5%
7FIRST FOUNDATION ADVISORS593,307$16.8M0.6%25.2%+188.2%
8BENJAMIN EDWARDS INC571,512$16.2M0.1%24.3%+22.4%
9Private Wealth Asset Management, LLC470,837$13.4M1.3%20%+0.3%
10D.A. DAVIDSON & CO.430,658$12.2M0.1%18.3%+7.6%
11Capital Analysts, LLC394,362$11,1920.3%16.8%+122.8%
12OSAIC HOLDINGS, INC.372,254$10.6M0.0%15.8%+23.9%
13HighTower Advisors, LLC341,653$9.7M0.0%14.5%+18.0%
14SK Wealth Management, LLC311,247$8.9M2.0%13.2%+15.8%
15Sanctuary Advisors, LLC289,556$8.2M0.0%12.3%+19.6%
16Apollon Wealth Management, LLC282,576$8.0M0.1%12%+185.3%
17New England Capital Financial Advisors LLC251,152$7.1M1.7%10.7%+3.7%
18RFG Advisory, LLC226,267$6.4M0.1%9.6%+77.3%
19ENVESTNET ASSET MANAGEMENT INC225,972$6.4M0.0%9.6%+575.4%
20United Advisor Group, LLC191,597$5.4M0.6%8.1%+10.9%
21Mariner, LLC156,128$4.4M0.0%6.6%+3.1%
22SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW149,053$4.2M0.0%6.3%new
23COMMONWEALTH EQUITY SERVICES, LLC135,030$3.8M0.0%5.7%+8.7%
24Blume Capital Management, Inc.115,141$3.3M0.5%4.9%+0.6%
25Janney Montgomery Scott LLC110,573$3,1380.0%4.7%+4.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.