CSRE · Insider trading · 13F holders · Congress trades
Cohen & Steers ETF Trust (CSRE)
Who is buying and selling CSRE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 26
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CSRE at a glance
- No open-market insider purchases or sales of CSRE were filed in the last 90 days.
- 26 13F filers hold CSRE among their 50 largest positions, worth $134.6M combined. The biggest bets by portfolio weight are Integrity Financial Corp /WA (2.4%), SK Wealth Management, LLC (2.0%) and New England Capital Financial Advisors LLC (1.7%). In their latest 13Fs, 1 manager opened a new position and 16 added to one.
- No member of Congress has disclosed a trade in CSRE.
CSRE insider trading
No open-market insider purchases or sales of CSRE were filed in the last 90 days.
Who owns CSRE? Hedge funds and superinvestors
26 13F filers hold CSRE among their 50 largest positions, worth $134.6M combined. The biggest bets by portfolio weight are Integrity Financial Corp /WA (2.4%), SK Wealth Management, LLC (2.0%) and New England Capital Financial Advisors LLC (1.7%). In their latest 13Fs, 1 manager opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Compound Planning, Inc.Wealth manager | 0.6% | $24.2M | 852,343 | +10.1% shares | Q2 2026 |
| First Foundation AdvisorsEndowment & foundation | 0.6% | $16.8M | 593,307 | — | Q2 2026 |
| Private Wealth Asset Management, LLCWealth manager | 1.3% | $13.4M | 470,837 | +0.3% shares | Q2 2026 |
| Nixon Peabody Trust CoBank & trust | 0.7% | $11.3M | 424,446 | +1.8% shares | Q3 2026 |
| SK Wealth Management, LLCWealth manager | 2.0% | $8.9M | 311,247 | +15.8% shares | Q2 2026 |
| New England Capital Financial Advisors LLCWealth manager | 1.7% | $7.1M | 251,152 | +3.7% shares | Q2 2026 |
| Ascension Capital Advisors, Inc.Wealth manager | 1.7% | $5.9M | 209,272 | +8.1% shares | Q2 2026 |
| United Advisor Group, LLCWealth manager | 0.6% | $5.4M | 191,597 | +10.9% shares | Q2 2026 |
| Integrity Financial Corp /WAWealth manager | 2.4% | $5.0M | 176,295 | +6.2% shares | Q2 2026 |
| ABLE Financial Group, LLCWealth manager | 0.8% | $5.0M | 185,473 | +36.4% shares | Q3 2026 |
| Veracity Capital LLCWealth manager | 1.3% | $4.9M | 185,339 | +6.4% shares | Q3 2026 |
| RFG - Bristol Wealth Advisors, LLCWealth manager | 1.1% | $4.8M | 179,380 | +5.8% shares | Q3 2026 |
| William Mack & Associates, Inc.Wealth manager | 0.8% | $2.7M | 101,413 | +11.7% shares | Q3 2026 |
| HHM Wealth Advisors, LLCWealth manager | 0.3% | $2.6M | 91,071 | — | Q2 2026 |
| Quantum Financial Planning Services, Inc.Wealth manager | 0.6% | $2.2M | 82,832 | +309.9% shares | Q3 2026 |
| Planning Strategies Inc.Wealth manager | 1.3% | $2.2M | 81,286 | +3.5% shares | Q3 2026 |
| Mills Wealth Advisors LLCWealth manager | 0.6% | $1.8M | 68,854 | +70.6% shares | Q3 2026 |
| Oak Wealth Advisors LLCWealth manager | 0.9% | $1.8M | 64,200 | +2.3% shares | Q2 2026 |
| Freedom Financial Partners LLCWealth manager | 0.6% | $1.8M | 67,468 | +19.8% shares | Q3 2026 |
| Financially in Tune, LLCInvestment manager | 1.5% | $1.7M | 65,762 | +6.2% shares | Q1 2026 |
| PCA Investment Advisory Services Inc.Institutional asset manager | 0.3% | $1.1M | 41,158 | — | Q3 2026 |
| Red Mountain Financial, LLCWealth manager | 0.9% | $1.1M | 38,153 | +16.1% shares | Q2 2026 |
| Clayton Financial Group LLCWealth manager | 0.6% | $1.1M | 40,177 | +46.2% shares | Q3 2026 |
| Arbor Capital Management Inc /advHedge fund | 1.0% | $996K | 33,695 | -14.3% shares | Q2 2026 |
| Walleye Partners, LLCWealth manager | 0.4% | $345K | 12,935 | +21.0% shares | Q3 2026 |
| Independence Asset Advisors, LLCInstitutional asset manager | 0.1% | $217K | 8,118 | New | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 12, Q1 2026: 1). Screen CSRE in the grand portfolio →
CSRE stock trades by members of Congress
No member of Congress has disclosed a trade in CSRE.
CSRE questions and answers
Are insiders buying CSRE stock?
No open-market insider purchases or sales of CSRE were filed in the last 90 days.
Which hedge funds own CSRE?
26 13F filers hold CSRE among their 50 largest positions, worth $134.6M combined. The biggest bets by portfolio weight are Integrity Financial Corp /WA (2.4%), SK Wealth Management, LLC (2.0%) and New England Capital Financial Advisors LLC (1.7%). In their latest 13Fs, 1 manager opened a new position and 16 added to one.
Has Congress traded CSRE?
No member of Congress has disclosed a trade in CSRE.
Who is the largest holder of CSRE?
Among 13F filers, Compound Planning, Inc. reports the largest CSRE position, $24.2M (852,343 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Integrity Financial Corp /WA's: 2.4% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.