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CSRE

GradeBNew York Stock Exchange Arca

Cohen & Steers Real Estate Active ETF

Active Equity · CohenSteers · Inception 2025-02-04

$27.45−0.26 (−0.92%)

As of Sep 23, 2026, 2:20 PM EDT

History starts Feb 5, 2025.
Intraday session: down, 59 prints from 27.70 to 27.45. Range 27.39 to 27.59. Use the arrow keys to read each point.$27.40$27.50$27.55$27.6010 AM12 PM2 PM4 PM
Expense ratio
0.70%
Fund size
$22M
1Y return
+9.4%
Yield · Last 12 months
2.26%
Holdings
43
Volume · 30D
0.1M sh
NAV per share
$27.75
52W range
low $25.09high $30.07

The ETF.net CSRE Grade

B

51/ 100

Rank 14 of 35 in US Active Sector

Confidence High

Six-pillar profile for CSRE. Scores out of 100: Cost 38, Risk 61, Mission 82, Tradability 65, Holdings 64, Durability 41. Strongest: Mission (82). Weakest: Cost (38). Leans toward Mission.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 51 of 100 sits in the B band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    DScore 38
    Category rank22/35 · mid-pack
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    AScore 82
    Category rank2/9 · top 22%
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    BScore 61
    Category rank8/35 · top 23%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    BScore 65
    Category rank9/35 · top 26%
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    BScore 64
    Category rank13/35 · top 37%
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    CScore 41
    Category rank25/35 · mid-pack

Graded as of Sep 22, 2026

Our read on CSRE

ETF.net Research

BActive real estate, run by a house that specializes in it. Cohen & Steers holds a tight book of listed property names picked bottom-up on relative value, not by index weight. Launched in 2025.

Stated mandate

The Fund seeks total return through publicly traded real estate securities. It is actively managed using a bottom-up, relative-value process to select investments.

Why people hold it

  1. 01Genuinely active, not an index in disguise: a bottom-up, relative-value process using a proprietary valuation model to pick listed real estate securities.
  2. 02Roughly 40 holdings, so a single conviction call carries real weight instead of being diluted across hundreds of names.
  3. 03The portfolio lines up closely with what the prospectus promises: real estate equity, actively selected, no drift into whatever sector is hot.
  4. 04Trades tightly for a fund this young, and distributions come on a quarterly schedule.

Worth knowing

  1. 010.70% a year is above the typical active equity ETF, and a large multiple of low-cost core options like DFAU and DFAC. Active selection has to earn that gap.
  2. 02Launched in 2025, so the live record is short and risk measures rest on thin history.
  3. 03One sector, concentrated: property cycles and interest rates drive the ride here, on a very different path from a broad equity fund.

CSRE Holdings

As of Sep 21, 2026, 3:57 AM
Asset class
Stocks
Holdings
43
Top-10 weight
55%
Largest holding
WELL15.2%

Geography

  • United States94.71%
  • Canada1.89%
  • United Kingdom1.63%
  • Singapore1.04%
  • Australia0.47%
  • Bermuda0.26%
The fund’s holdings, weight-ordered — page 1 of 4.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001WELLWelltower Inc.15.18%372,442$87M331
002DLRDigital Realty Trust Inc.7.80%241,350$44M309
003EQIXEquinix Inc.6.17%34,257$35M355
004CCICrown Castle Inc.4.60%355,298$26M248
005PLDPrologis Inc.4.54%191,307$26M344
006EXRExtra Space Storage Inc.3.80%155,658$22M252
007AMTAmerican Tower Corporation3.45%111,923$20M333
008CUBECubeSmart3.08%436,376$18M156
009OHIOmega Healthcare Investors3.06%368,109$17M175
010EPRTEssential Properties Realty3.01%640,248$17M124
011ELSEquity Lifestyle Properties2.75%256,775$16M167
012SBACSBA Communications Corporation2.66%83,696$15M258
013INVHInvitation Homes Inc2.59%544,364$15M237
014EGPEastgroup Properties Inc.2.47%69,807$14M162
015SPGSimon Property Group Inc.2.42%67,496$14M312

Showing 1–15 of 52 holdings

CSRE Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

CSRE$10,943
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. CSRE $10,943. SPY $11,723. Use the arrow keys to read each point.$9,350$10,666$11,982Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for CSRE. Periods over one year show the average yearly return.
PeriodCSRE
Year to date+9.6%
1 month−4.6%
3 months−2.1%
1 year+9.4%
3 yearsFund is under 3 years oldper year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for CSRE
YearReturn barCSRE
2026 YTD+9.6%
2025+3.2%

History from Feb 5, 2025

CSRE in the news

ETF.net Research hasn’t filed on CSRE yet — coverage lands here as it’s written.

CSRE Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
2.26%Last 12 months
Payout per share
$0.63Last 12 months
Last payment
$0.13 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2025–2026

One bar per payment. 6 payments from 2025 to 2026 YTD. Mar 28, 2025 $0.16; Jun 27, 2025 $0.15; Sep 29, 2025 $0.18; Dec 15, 2025 $0.20; Mar 30, 2026 $0.11; Jun 29, 2026 $0.13. Use the arrow keys to read each point.20252026YTD
Ex-datePay dateAmount per share
Jun 29, 2026Jun 30, 2026$0.13
Mar 30, 2026Mar 31, 2026$0.11
Dec 15, 2025Dec 16, 2025$0.20
Sep 29, 2025Sep 30, 2025$0.18
Jun 27, 2025Jun 30, 2025$0.15
Mar 28, 2025Mar 31, 2025$0.16

CSRE Risk

How much the fund’s monthly returns vary, scaled to a year.
12.7%
Annualised · 18 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
0.42
vs 3-month T-bills · 18 months to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−13.0%
19 months · trough Apr 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.46
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

CSRE Cost

Expense ratio0.70%
  • The middle half of US Active Sector funds
  • Median 0.65%

19 of the 33 US Active Sector funds charge less.

CSRE costs $70.00 a year on $10,000. The median US Active Sector fund costs $65.00.