Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cohen & Steers ETF Trust (CSRE)

70 + Investors. Track Smart Money conviction in CSRE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
4Q ▲
Buyers last Q
92%

Smart Money Signals — CSRE

Based on 70 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 consecutive quarters, more hedge funds added CSRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
70 hedge funds hold CSRE right now — the highest count in 1.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +1067% more funds vs a year ago

fund count last 5Q
+64 new funds entered over the past year (+1067% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 92% buying

65 buying6 selling
Last quarter: 65 funds were net buyers (23 opened a brand new position + 42 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 18 → 23 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 84% entered in last year

■ 0% conviction (2yr+) ■ 16% medium ■ 84% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

11 → 18 → 23 → 23 new funds/Q
New funds entering each quarter: 11 → 18 → 23 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 70 current holders: 70 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
9 of 70 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.1
out of 10
High Exit Risk
Exit risk score 7.1/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CSRE

In 2026 Q1, 65 hedge funds were net buyers of CSRE (23 opened a new position, 42 added to an existing one), while 6 reduced or exited (3 trimmed, 3 sold completely) — a 92% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 70.

Hedge Fund Ownership: CSRE

How many hedge funds hold CSRE — quarterly history vs. share price
Quarterly hedge fund ownership of CSRE vs. share price

Market Analysis: CSRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSRE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Cohen & Steers ETF Trust (CSRE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CSRE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
CSRE
+9.4%
SPY
+15.9%

CSRE outperformed SPY by -6.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
CSRE
+2.8%
SPY
+2.0%

Since the filing became public, CSRE outperformed SPY by +0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: CSRE
70 + Investors

Track Smart Money conviction in CSRE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 70 50 40.0%
13F Shares 9M 5M 71.15%
Total Value $227M $140M 61.99%
New Positions 23 23 -
Increased Positions 42 23 +19
Closed Positions 3 3 -
Reduced Positions 3 1 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CSRE

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Institutional Holders (2026 Q1)

70 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSRE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CSRE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integrity Financial Corp /WA 2.17% 166,030 $4.4M
2 SK Wealth Management, LLC 2.01% 268,815 $7.2M
3 New England Capital Financial Advisors LLC 1.74% 242,299 $6.4M
4 Ascension Capital Advisors, Inc. 1.60% 193,523 $5.1M
5 Financially in Tune, LLC 1.49% 65,762 $1.7M
6 Private Wealth Asset Management, LLC 1.32% 469,410 $12.3M
7 RFG - Bristol Wealth Advisors, LLC 1.20% 168,984 $4.4M
8 Oak Wealth Advisors LLC 0.91% 62,749 $1.6M
9 Arbor Capital Management Inc /Adv 0.89% 39,308 $1.1M
10 Nixon Peabody Trust Co 0.82% 392,560 $10.3M
11 Red Mountain Financial, LLC 0.81% 32,867 $864K
12 Compound Planning, Inc. 0.62% 774,031 $20.3M
13 United Advisor Group, LLC 0.56% 172,718 $4.5M
14 ABLE Financial Group, LLC 0.55% 106,127 $2.8M
15 William Mack & Associates, Inc. 0.53% 34,995 $920K
16 Blume Capital Management, Inc. 0.51% 114,441 $3.0M
17 Tevis Investment Management 0.41% 27,653 $727K
18 Clayton Financial Group LLC 0.41% 30,636 $805K
19 Freedom Financial Partners LLC 0.40% 43,100 $1.1M
20 Alchemi Wealth, LLC 0.25% 17,399 $457K
21 Sittner & Nelson, LLC 0.23% 23,901 $628K
22 Visionary Wealth Advisors 0.22% 191,000 $5.0M
23 First Foundation Advisors 0.22% 205,835 $5.4M
24 HHM Wealth Advisors, LLC 0.17% 57,408 $1.5M
25 PCA Investment Advisory Services Inc. 0.13% 14,445 $380K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cohen & Steers ETF Trust (CSRE)

What does the Smart Money Trend signal show for CSRE?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added CSRE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CSRE?

More buyers than sellers — 92% buying: Last quarter: 65 funds were net buyers (23 opened a brand new position + 42 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CSRE holders?

Smaller funds dominant — 19% AUM from top-100: 9 of 70 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CSRE?

Mostly new holders — 84% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Cohen & Steers ETF Trust (CSRE) following the 2026 Q1 hedge fund 13F filings?

As of today, CSRE has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), CSRE has gained +9.4% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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