Who Owns COHEN & STEERS REAL ESTATE (CSRE)? -- Institutional Holders (2026-03-31)
80 institutions reported holding $313.6M of COHEN & STEERS REAL ESTATE (CSRE) in SEC 13F filings for 2026-03-31. Largest institutional holders: COHEN & STEERS, INC. ($46.2M), Compound Planning, Inc. ($20.3M), Royal Bank of Canada ($16.5M), OARSMAN CAPITAL, INC. ($14.3M), Private Wealth Asset Management, LLC ($12.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | COHEN & STEERS, INC. | $46.2M | 1.8M | Trimmed |
| 2 | Compound Planning, Inc. | $20.3M | 774,031 | Added |
| 3 | Royal Bank of Canada | $16.5M | 626,841 | Added |
| 4 | OARSMAN CAPITAL, INC. | $14.3M | 571,991 | New |
| 5 | Private Wealth Asset Management, LLC | $12.3M | 469,410 | Added |
| 6 | BENJAMIN EDWARDS INC | $12.3M | 467,047 | New |
| 7 | D.A. DAVIDSON & CO. | $10.5M | 400,243 | Added |
| 8 | NIXON PEABODY TRUST CO | $10.3M | 392,560 | New |
| 9 | BANK OF AMERICA CORP /DE/ | $10.1M | 385,048 | Added |
| 10 | EXCHANGE TRADED CONCEPTS, LLC | $9.8M | 371,968 | Added |
| 11 | OSAIC HOLDINGS, INC. | $7.9M | 300,462 | Added |
| 12 | HighTower Advisors, LLC | $7.6M | 289,532 | Added |
| 13 | CITADEL ADVISORS LLC | $7.5M | 286,368 | Added |
| 14 | SK Wealth Management, LLC | $7.2M | 268,815 | Added |
| 15 | New England Capital Financial Advisors LLC | $6.4M | 242,299 | Added |
| 16 | Sanctuary Advisors, LLC | $6.4M | 242,089 | Added |
| 17 | Community Bank & Trust, Waco, Texas | $6.1M | 242,280 | New |
| 18 | JANE STREET GROUP, LLC | $5.8M | 220,713 | Added |
| 19 | FIRST FOUNDATION ADVISORS | $5.4M | 205,835 | New |
| 20 | Ascension Capital Advisors, Inc. | $5.1M | 193,523 | Added |
| 21 | Visionary Wealth Advisors | $5.0M | 191,000 | Added |
| 22 | Centurion Wealth Management LLC | $4.9M | 177,176 | New |
| 23 | United Advisor Group, LLC | $4.9M | 184,731 | Added |
| 24 | Capital Analysts, LLC | $4.7M | 176,969 | Added |
| 25 | RFG - Bristol Wealth Advisors, LLC | $4.4M | 168,984 | Added |
Source: SEC Form 13F filings · as of 2026-03-31