Cohen & Steers Real Estate Active ETF (CSRE) is a top-performing, actively managed REIT ETF, outperforming passive peers since its early 2025 launch. CSRE leverages deep sector expertise, concentrated high-conviction positions, and a focus on technology-related real estate to drive returns. Active REIT ETFs like CSRE offer diversification and historical outperformance but come with higher fees (0.70%) and lower yields versus passive options.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 39,308 | $1.02M | $1.13M | $118,000.82 | 11.61% |
Jason E. Archambault SK Wealth Management LLC | 268,815 | $6.97M | $7.77M | $800,239.43 | 11.47% |
Kimberly Cappellano Private Wealth Asset Management LLC | 469,410 | $12.16M | $13.59M | $1.43M | 11.78% |
Candace Cavalier Congress Wealth Management LLC / DE / | 24,287 | $626,847.47 | $700,558.51 | $73,711.04 | 11.76% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 2,933 | $75,462.22 | $86,098.21 | $10,635.99 | 14.09% |
| ARCA Exchange | US Country |
Allocating to this portfolio offers investors the potential for enhanced returns and diversification through the active management of a high conviction portfolio. This portfolio primarily focuses on U.S. real estate securities while also including select non-U.S. real estate securities. The strategy is designed to leverage market opportunities and capitalize on high-quality assets, aiming for a superior investment performance over time.
This service emphasizes investing in publicly traded real estate investment trusts (REITs) and real estate operating companies (REOCs) within the United States. By applying rigorous research and analysis, the portfolio seeks to identify undervalued assets that have the potential for growth and yield.
This aspect of the portfolio includes investments in international real estate securities, providing diversification and exposure to global markets. The selection process involves careful examination of various geographical regions to tap into emerging markets and established real estate sectors outside the U.S.
The portfolio is characterized by a concentrated approach that focuses on high conviction investments. This strategy involves selecting fewer but more impactful holdings, based on extensive research, market trends, and individual asset performance, enhancing the potential for returns.
By combining U.S. and non-U.S. real estate securities, the portfolio aims to mitigate risk and reduce volatility. Diversification across different asset types and regions helps in stabilizing returns, irrespective of market fluctuations in specific sectors.
The investment decisions are grounded in thorough research, involving detailed analysis of market conditions, economic indicators, and real estate trends. This systematic approach ensures informed decision-making and enhances the likelihood of achieving superior returns.
Effective risk management strategies are integrated into the portfolio management process. By continuously monitoring performance and market dynamics, adjustments can be made to maintain the quality and integrity of the portfolio, thereby safeguarding investments against potential downturns.