Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cohen & Steers ETF Trust (CSRE)

92 + 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
↑ +22
Streak
5Q ▲
Buyers last Q
86%

Smart Money Signals — CSRE

Based on 92 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q
For 5 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
92 hedge funds hold CSRE right now — the highest count in 1.5 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 — +513% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+513% 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.
🟢

More buyers than sellers — 86% buying

79 buying13 selling
Last quarter: 79 funds were net buyers (27 opened a brand new position + 52 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 23 → 23 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 71% entered in last year

■ 0% conviction (2yr+) ■ 29% medium ■ 71% 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.
💰

Value +60% but shares only +43% — price-driven

Value
+59%
Shares
+42%
Last quarter: the total dollar value of institutional holdings rose +60%, but actual share count only changed +43%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

11 → 18 → 23 → 23 → 27 new funds/Q
New funds entering each quarter: 18 → 23 → 23 → 27. A growing number of institutions are discovering CSRE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 96% of holders entered in last year

■ 0% veterans ■ 4% 1-2yr ■ 96% new
Of 92 current holders: 88 (96%) 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.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
10 of 92 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2, 79 hedge funds were net buyers of CSRE (27 opened a new position, 52 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 86% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in CSRE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 92.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: CSRE
92 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 92 70 31.43%
13F Shares 13M 9M 42.91%
Total Value $363M $227M 59.93%
New Positions 27 23 +4
Increased Positions 52 42 +10
Closed Positions 5 3 +2
Reduced Positions 8 3 +5
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 Q2)

92 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integrity Financial Corp /WA 2.39% 176,295 $5.0M
2 SK Wealth Management, LLC 2.01% 311,247 $8.9M
3 New England Capital Financial Advisors LLC 1.70% 251,152 $7.1M
4 Ascension Capital Advisors, Inc. 1.67% 209,272 $5.9M
5 Veracity Capital LLC 1.34% 174,237 $4.9M
6 Private Wealth Asset Management, LLC 1.29% 470,837 $13.4M
7 RFG - Bristol Wealth Advisors, LLC 1.16% 169,605 $4.8M
8 Arbor Capital Management Inc /Adv 0.98% 33,695 $996K
9 Red Mountain Financial, LLC 0.91% 38,153 $1.1M
10 William Mack & Associates, Inc. 0.91% 90,804 $2.6M
11 Oak Wealth Advisors LLC 0.87% 64,200 $1.8M
12 Nixon Peabody Trust Co 0.84% 417,073 $11.8M
13 ABLE Financial Group, LLC 0.65% 135,945 $3.9M
14 Compound Planning, Inc. 0.63% 852,343 $24.2M
15 First Foundation Advisors 0.61% 593,307 $16.8M
16 United Advisor Group, LLC 0.57% 191,597 $5.4M
17 Freedom Financial Partners LLC 0.52% 56,338 $1.6M
18 Blume Capital Management, Inc. 0.48% 115,141 $3.3M
19 Clayton Financial Group LLC 0.43% 27,488 $780K
20 Tevis Investment Management 0.39% 24,843 $705K
21 Sittner & Nelson, LLC 0.38% 42,880 $1.2M
22 Mills Wealth Advisors LLC 0.36% 40,366 $1.1M
23 Walleye Partners, LLC 0.35% 10,690 $303K
24 Alchemi Wealth, LLC 0.31% 23,467 $666K
25 HHM Wealth Advisors, LLC 0.26% 91,071 $2.6M
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 — 5 quarters in a row: For 5 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 — 86% buying: Last quarter: 79 funds were net buyers (27 opened a brand new position + 52 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CSRE holders?

Strong quality — 22% AUM from major funds: 10 of 92 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CSRE?

Mostly new holders — 71% 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.

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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