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CSRE - ETF AI Analysis
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Cohen & Steers Real Estate Active ETF (CSRE)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Performance from Key Holding
Welltower, the ETF's largest position, has delivered strong year-to-date gains, supporting overall returns.
Focused Sector Exposure
The ETF's heavy allocation to real estate provides targeted exposure to a sector that can offer steady income and growth potential.
Global Diversification
While primarily U.S.-focused, the ETF includes holdings in several international markets, adding some geographic balance.
Negative Factors
Underperforming Holdings
Several top holdings, including Digital Realty and National Storage Affiliates, have lagged year-to-date, dragging on the fund's performance.
High Sector Concentration
With nearly all assets in real estate, the ETF is vulnerable to downturns in this single sector.
Relatively High Expense Ratio
The ETF's expense ratio is higher than many passive funds, which could eat into long-term returns.
CSRE vs. SPDR S&P 500 ETF (SPY)
AUM189.36M
RegionGlobal
Expense Ratio0.70%
Beta0.36
IssuerCohen & Steers
Inception DateFeb 04, 2025
Dividend Yield2.69%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume68,608
30 Day Avg. Volume73,261
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
29.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering43
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CSRE Summary
The Cohen & Steers Real Estate Active ETF (CSRE) is a fund that focuses on investing in Real Estate Investment Trusts (REITs), which are companies that own or manage income-generating properties like office buildings, apartments, and data centers. Some well-known companies in this ETF include Welltower and Digital Realty. This fund is actively managed, meaning experts choose investments they believe will perform well, aiming for growth and steady income. It’s a good option for investors looking to diversify their portfolio with exposure to the real estate sector. However, since it’s heavily focused on real estate, its performance can be impacted by changes in the property market or economic conditions.
How much will it cost me?The Cohen & Steers Real Estate Active ETF (CSRE) has an expense ratio of 0.7%, meaning you’ll pay $7 per year for every $1,000 invested. This is higher than average because it’s actively managed, which involves more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Cohen & Steers Real Estate Active ETF (CSRE) could benefit from a strong global real estate market, driven by increasing demand for income-generating properties and favorable trends in REITs, such as growth in sectors like data centers and healthcare facilities. However, rising interest rates or economic slowdowns could negatively impact real estate valuations and reduce investor appetite for REITs, which are sensitive to borrowing costs and economic conditions. Additionally, regulatory changes in key markets or shifts in consumer behavior could influence the performance of top holdings like Welltower and Digital Realty.
CSRE Top 10 Holdings
The Cohen & Steers Real Estate Active ETF (CSRE) leans heavily into the global real estate sector, with nearly all its holdings focused on REITs. Welltower is a bright spot, benefiting from strong momentum in senior housing, while Prologis adds steady growth with robust leasing activity. On the other hand, Digital Realty and Crown Castle are dragging the fund, facing challenges like rising costs and operational hurdles. Outfront Media offers a glimmer of hope with rising momentum, but overall, the fund’s performance reflects mixed fortunes in a sector grappling with valuation pressures and economic headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 14.21% | $26.90M | $127.87B | 49.31% | 77 Outperform | |
| Digital Realty | 8.34% | $15.80M | $52.53B | -11.77% | 69 Neutral | |
| Crown Castle | 6.64% | $12.57M | $36.81B | 0.22% | 45 Neutral | |
| Prologis | 4.39% | $8.32M | $122.09B | 23.94% | 76 Outperform | |
| National Storage Affiliates | 4.31% | $8.16M | $4.07B | -17.07% | 61 Neutral | |
| Equinix | 3.50% | $6.62M | $76.77B | -13.11% | 73 Outperform | |
| SBA Communications | 3.45% | $6.54M | $19.32B | -5.91% | 67 Neutral | |
| Iron Mountain | 3.44% | $6.51M | $26.36B | -13.68% | 55 Neutral | |
| Outfront Media | 3.33% | $6.30M | $4.11B | 39.98% | 69 Neutral | |
| Essex Property | 3.29% | $6.23M | $17.13B | -5.50% | 69 Neutral |
CSRE Technical Analysis
Positive
―
Price Trends
25.63
Positive
25.62
Positive
25.34
Positive
Market Momentum
-0.02
Negative
52.43
Neutral
59.52
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CSRE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.53, equal to the 50-day MA of 25.63, and equal to the 200-day MA of 25.34, indicating a bullish trend. The MACD of -0.02 indicates Negative momentum. The RSI at 52.43 is Neutral, neither overbought nor oversold. The STOCH value of 59.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CSRE.
CSRE Peer Comparison
Comparison Results
Performance Comparison
CSRE
Cohen & Steers Real Estate Active ETF
25.67
0.87
3.51%
EIPI
FT Energy Income Partners Enhanced Income ETF
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―
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AVRE
Avantis Real Estate ETF
―
―
―
ARKX
ARK Space Exploration & Innovation ETF
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―
VGSR
Vert Global Sustainable Real Estate ETF
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―
LPRE
Long Pond Real Estate Select ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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