CSRECohen & Steers Real Estate Active ETF

Grow my money Get income1y track recordRanked #837 of 1,622 in this goal

Seeks total return through investment in real estate securities.

By Cohen & Steers · Launched 2025

Annual Cost

0.70%

#3,529 of 5,562 · average

Fund Size

$400M

#1,749 of 5,562 · large

Return (1Y)Goal

+11.4%

Track Record

1 year

#4,144 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,089+10.9%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Sector

Real estate

Focus

Real Assets

What it actually holds

By weight

Concentration

Top 10 holdings = 54.5% of fundmoderately concentrated

Welltower Inc

14.2%

Digital Realty Trust Inc

8.5%

Crown Castle Inc

7.0%

Prologis Inc

4.4%

SBA Communications Corp

3.7%

National Storage Affiliates Trust

3.5%

Essex Property Trust Inc

3.4%

Iron Mountain Inc

3.3%

Outfront Media Inc

3.3%

Equinix Inc

3.2%

Asset allocation

Stocks

99.4%

Cash

0.6%

By sector

Real Estate

98.3%

Technology

1.1%

Consumer Cyclical

0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.6%Moderate

Year-on-year price swings

Max drawdown

-13.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks total return through investment in real estate securities.
Strategy: Invests primarily in publicly traded real estate securities, including REITs, using an active management approach. Employs a bottom-up, relative value investment process guided by a proprietary valuation model, considering both quantitative and qualitative factors.
Inception date: February 4, 2025
Fund family: Cohen & Steers