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CSRE - ETF AI Analysis

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CSRE

Cohen & Steers Real Estate Active ETF (CSRE)

Rating:67Neutral
Price Target:
CSRE, the Cohen & Steers Real Estate Active ETF, has a solid overall rating driven mainly by strong, high-quality real estate holdings like Welltower, Prologis, Equinix, and Essential Properties Realty, which show healthy financial performance and positive growth outlooks. However, weaker names such as Crown Castle and Iron Mountain, which face issues like high leverage, operational challenges, and signs of overvaluation, weigh on the fund’s rating. The main risk factor is the fund’s concentration in real estate, where several holdings share similar vulnerabilities to high valuations, leverage, and sector-specific headwinds.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum in its strategy.
Leading Real Estate Holdings
Several of the largest positions, such as major data center and infrastructure REITs, have delivered strong performance and are helping drive returns.
Focused Real Estate Exposure
The fund is heavily invested in real estate, giving investors targeted access to this sector rather than a broad, mixed portfolio.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into long-term returns compared with lower-cost funds.
Concentrated Top Holdings
A small number of stocks make up a large share of the portfolio, increasing the impact if any of these companies run into trouble.
Limited Diversification by Sector and Region
With most assets in U.S. real estate and little exposure to other sectors or countries, the fund is more vulnerable to downturns in that specific market.

CSRE vs. SPDR S&P 500 ETF (SPY)

CSRE Summary

CSRE is an actively managed real estate ETF that focuses mainly on Real Estate Investment Trusts (REITs), with most of its holdings in the United States. It does not track a set index, but instead picks income-producing real estate companies that the managers believe offer good value. Well-known holdings include Digital Realty and Prologis, which own data centers and logistics properties. Investors might consider CSRE for diversification and potential income from real estate without buying properties directly. However, it is heavily concentrated in the real estate sector, so its value can rise or fall sharply with changes in property markets and interest rates.
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

CSRE is leaning hard into real estate, with a clear tilt toward data centers and towers, and it’s the digital side of property that’s really pulling the wagon. Digital Realty, Equinix, and Iron Mountain have been rising smartly, helped by demand for data and cloud infrastructure, while Prologis and Essential Properties add steady support from logistics and net-lease assets. On the flip side, Crown Castle and American Tower are lagging, acting as a brake on returns. The fund is globally focused but thematically concentrated in REITs tied to technology and infrastructure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Welltower14.90%$52.85M$146.25B40.89%
77
Outperform
Digital Realty10.12%$35.91M$68.72B22.44%
69
Neutral
Equinix7.43%$26.36M$109.35B29.02%
73
Outperform
Crown Castle6.56%$23.27M$37.68B-17.32%
45
Neutral
Prologis4.66%$16.53M$135.56B35.52%
76
Outperform
Essential Properties Realty4.34%$15.39M$6.79B-2.11%
74
Outperform
Acadia Realty3.39%$12.02M$2.79B7.33%
71
Outperform
Eastgroup Properties3.33%$11.82M$10.64B22.04%
78
Outperform
SBA Communications3.26%$11.55M$23.28B-3.71%
67
Neutral
American Tower3.20%$11.34M$83.11B-17.04%
71
Outperform

CSRE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.47
Positive
100DMA
26.68
Positive
200DMA
26.10
Positive
Market Momentum
MACD
0.39
Negative
RSI
61.33
Neutral
STOCH
40.71
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 27.84, equal to the 50-day MA of 27.47, and equal to the 200-day MA of 26.10, indicating a bullish trend. The MACD of 0.39 indicates Negative momentum. The RSI at 61.33 is Neutral, neither overbought nor oversold. The STOCH value of 40.71 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
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$352.72M0.70%
67
Neutral
$946.90M0.55%
65
Neutral
$898.12M0.75%
67
Neutral
$794.17M0.17%
66
Neutral
$502.07M0.45%
65
Neutral
$146.14M1.00%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CSRE
Cohen & Steers Real Estate Active ETF
28.42
3.64
14.69%
BKGI
BNY Mellon Global Infrastructure Income ETF
ARKX
ARK Space Exploration & Innovation ETF
AVRE
Avantis Real Estate ETF
VGSR
Vert Global Sustainable Real Estate ETF
LPRE
Long Pond Real Estate Select ETF
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.
DisclaimerThis 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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