Who owns CSRE
Which tracked institutional funds hold CSRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CSRE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CSRE is one-sided between 2026-Q1 and 2026-Q2: 51 added or opened and 9 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CSRE’s largest tracked holder by dollar value, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CSRE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CSRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 85 tracked filers holding CSRE, 72 increased or opened the position and 17 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CSRE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$29M
- Veracity Capital LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- Planning Strategies Inc.$2M
- Beacon Pointe Advisors, LLC$2M
- OPPENHEIMER & CO INC$2M
Full exits 6
- COHEN & STEERS, INC.$10M
- HighTower Advisors, LLC$8M
- Capital Analysts, LLC$5M
- Janney Montgomery Scott LLC$3M
- Thrivent Financial for Lutherans$2M
- Financially in Tune, LLC$2M
Largest adds
- RAYMOND JAMES FINANCIAL INC$23M
- FIRST FOUNDATION ADVISORS$11M
- BANK OF AMERICA CORP /DE/$9M
- ENVESTNET ASSET MANAGEMENT INC$6M
- Apollon Wealth Management, LLC$5M
- BENJAMIN EDWARDS INC$4M
Largest trims
- CITADEL ADVISORS LLC$6M
- JANE STREET GROUP, LLC$3M
- Farther Finance Advisors, LLC$352K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 1,031,995 | $29M | 7.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 878,492 | $25M | 6.4% | 2026-Q2 |
| Compound Planning, Inc. added | 852,343 | $24M | 6.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 715,277 | $20M | 5.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 675,711 | $19M | 4.9% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS added | 593,307 | $17M | 4.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 571,512 | $16M | 4.2% | 2026-Q2 |
| Private Wealth Asset Management, LLC added | 470,837 | $13M | 3.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 430,658 | $12M | 3.1% | 2026-Q2 |
| NIXON PEABODY TRUST CO added | 417,073 | $12M | 3.0% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 401,098 | $11M | 2.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 372,254 | $11M | 2.7% | 2026-Q2 |
| SK Wealth Management, LLC added | 311,247 | $9M | 2.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 289,556 | $8M | 2.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 282,576 | $8M | 2.1% | 2026-Q2 |
| New England Capital Financial Advisors LLC added | 251,152 | $7M | 1.8% | 2026-Q2 |
| RFG Advisory, LLC added | 226,267 | $6M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 225,972 | $6M | 1.6% | 2026-Q2 |
| Ascension Capital Advisors, Inc. added | 209,272 | $6M | 1.5% | 2026-Q2 |
| United Advisor Group, LLC added | 191,597 | $5M | 1.4% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 190,127 | $5M | 1.4% | 2026-Q2 |
| Integrity Financial Corp /WA added | 176,295 | $5M | 1.3% | 2026-Q2 |
| Veracity Capital LLC new | 174,237 | $5M | 1.3% | 2026-Q2 |
| RFG - Bristol Wealth Advisors, LLC added | 169,605 | $5M | 1.2% | 2026-Q2 |
| Mariner, LLC added | 156,128 | $4M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 149,053 | $4M | 1.1% | 2026-Q2 |
| ABLE Financial Group, LLC added | 135,945 | $4M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 135,030 | $4M | 1.0% | 2026-Q2 |
| Blume Capital Management, Inc. added | 115,141 | $3M | 0.8% | 2026-Q2 |
| Valeo Financial Advisors, LLC added | 98,064 | $3M | 0.7% | 2026-Q2 |
| HHM Wealth Advisors, LLC added | 91,071 | $3M | 0.7% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 90,917 | $3M | 0.7% | 2026-Q2 |
| William Mack & Associates, Inc. added | 90,804 | $3M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 84,015 | $2M | 0.6% | 2026-Q2 |
| Planning Strategies Inc. new | 78,546 | $2M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 68,119 | $2M | 0.5% | 2026-Q2 |
| Dakota Wealth Management added | 65,240 | $2M | 0.5% | 2026-Q2 |
| Oak Wealth Advisors LLC added | 64,200 | $2M | 0.5% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 56,537 | $2M | 0.4% | 2026-Q2 |
| Freedom Financial Partners LLC added | 56,338 | $2M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc added | 46,610 | $1M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 45,607 | $1M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 44,483 | $1M | 0.3% | 2026-Q2 |
| SITTNER & NELSON, LLC added | 42,880 | $1M | 0.3% | 2026-Q2 |
| Mills Wealth Advisors LLC new | 40,366 | $1M | 0.3% | 2026-Q2 |
| Red Mountain Financial, LLC added | 38,153 | $1M | 0.3% | 2026-Q2 |
| BOURGEON CAPITAL MANAGEMENT LLC new | 37,304 | $1M | 0.3% | 2026-Q2 |
| ARBOR CAPITAL MANAGEMENT INC /ADV trimmed | 33,695 | $996K | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 33,681 | $956K | 0.2% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 32,681 | $927K | 0.2% | 2026-Q2 |
| Clayton Financial Group LLC trimmed | 27,488 | $780K | 0.2% | 2026-Q2 |
| PCA Investment Advisory Services Inc. added | 25,975 | $737K | 0.2% | 2026-Q2 |
| Tevis Investment Management trimmed | 24,843 | $705K | 0.2% | 2026-Q2 |
| MBE Wealth Management, LLC new | 24,404 | $693K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 23,770 | $675K | 0.2% | 2026-Q2 |
| Alchemi Wealth, LLC added | 23,467 | $666K | 0.2% | 2026-Q2 |
| Atria Investments, Inc new | 22,145 | $628K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 21,448 | $609K | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC | 20,873 | $592K | 0.2% | 2026-Q2 |
| Quantum Financial Planning Services, Inc. new | 20,207 | $573K | 0.1% | 2026-Q2 |
| Providence First Trust Co new | 19,949 | $566K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. | 19,846 | $563K | 0.1% | 2026-Q2 |
| Apollon Financial, LLC new | 18,463 | $524K | 0.1% | 2026-Q2 |
| Sterling Financial Planning, Inc. added | 18,093 | $513K | 0.1% | 2026-Q2 |
| SageView Advisory Group, LLC | 17,750 | $504K | 0.1% | 2026-Q2 |
| Creative Planning | 17,750 | $504K | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC added | 17,565 | $499K | 0.1% | 2026-Q2 |
| Krilogy Financial LLC added | 13,360 | $379K | 0.1% | 2026-Q2 |
| Ellis Investment Partners, LLC added | 12,878 | $366K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 11,370 | $323K | 0.1% | 2026-Q2 |
| Bill Few Associates, Inc. new | 11,051 | $314K | 0.1% | 2026-Q2 |
| Walleye Partners, LLC new | 10,690 | $303K | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC new | 9,654 | $274K | 0.1% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC new | 7,707 | $227K | 0.1% | 2026-Q2 |
| LJI Wealth Management, LLC new | 7,620 | $216K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. new | 7,468 | $212K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 7,021 | $199K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 5,303 | $150K | 0.0% | 2026-Q2 |
| Cordgrass Capital Advisors, LLC new | 2,907 | $83K | 0.0% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. trimmed | 2,858 | $81K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 2,001 | $57K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 692 | $20K | 0.0% | 2026-Q2 |
| Lavaca Capital LLC new | 439 | $12K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 312 | $9K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 200 | $6K | 0.0% | 2026-Q2 |
| COHEN & STEERS, INC. trimmed | 392,500 | $10M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 289,532 | $8M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC added | 176,969 | $5M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 105,879 | $3M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans new | 83,416 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Financially in Tune, LLC added | 65,762 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cornerstone Planning Group LLC added | 695 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BESSEMER GROUP INC | 400 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SHP Wealth Management new | 337 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC added | 44,709 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK new | 6,303 | $161K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Armor Investment Advisors, LLC added | 122,087 | $3M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG trimmed | 13 | $339 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC new | 24,287 | $627K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.