CSRE - ETF AI Analysis
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Cohen & Steers Real Estate Active ETF (CSRE)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its real estate holdings.
Leading REITs Driving Returns
Several of the largest positions, including Welltower, Equinix, and Prologis, have shown strong performance, helping support the fund’s overall results.
Meaningful Asset Base
The fund manages a sizable pool of assets, which can support trading liquidity and ongoing management of the portfolio.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into long-term returns compared with lower-cost options.
Heavy Real Estate Concentration
With most of its assets in the real estate sector, the fund is highly sensitive to property market cycles, interest rates, and sector-specific shocks.
US-Centric Portfolio
The ETF is heavily focused on U.S. holdings, offering limited geographic diversification if the U.S. real estate market weakens.
CSRE vs. SPDR S&P 500 ETF (SPY)
AUM517.55M
RegionGlobal
Expense Ratio0.70%
Beta0.34
IssuerCohen & Steers
Inception DateFeb 04, 2025
Dividend Yield2.15%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume135,034
30 Day Avg. Volume132,339
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
32.62Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering42
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CSRE Summary
CSRE is the Cohen & Steers Real Estate Active ETF, focused mainly on U.S. real estate companies called REITs. It doesn’t track a fixed index; instead, managers actively pick income‑producing real estate stocks. Top holdings include well-known names like Digital Realty and Public Storage, which own data centers and storage facilities. Investors might consider CSRE for diversification and potential income from real estate without having to buy properties directly. However, because it is concentrated in real estate, its value can go up or down sharply with changes in property markets, interest rates, and the overall economy.
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 heavily into real estate, with U.S.-listed REITs doing most of the heavy lifting. Welltower is the clear engine, rising on strong momentum in senior housing, while data-center names like Digital Realty and Equinix add a steady, tech-flavored backbone to returns. Industrial landlords Prologis and EastGroup are also climbing, helping balance the portfolio. On the flip side, telecom-focused REITs Crown Castle and American Tower are dragging the fund, showing weaker trends. Overall, it’s a concentrated real estate play with a modern tilt toward healthcare, logistics, and digital infrastructure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 15.41% | $79.00M | $173.76B | 42.74% | 77 Outperform | |
| Digital Realty | 8.65% | $44.34M | $69.63B | 9.49% | 69 Neutral | |
| Crown Castle | 6.12% | $31.39M | $33.69B | -27.20% | 45 Neutral | |
| Equinix | 4.85% | $24.86M | $99.42B | 33.41% | 73 Outperform | |
| Essential Properties Realty | 4.39% | $22.50M | $6.98B | 2.56% | 74 Outperform | |
| Acadia Realty | 4.18% | $21.40M | $6.22B | 19.82% | 71 Outperform | |
| Prologis | 4.11% | $21.06M | $138.49B | 36.91% | 76 Outperform | |
| American Tower | 3.16% | $16.18M | $83.53B | -16.28% | 71 Outperform | |
| Eastgroup Properties | 2.89% | $14.84M | $11.21B | 28.39% | 78 Outperform | |
| Invitation Homes | 2.69% | $13.78M | $17.89B | -3.20% | 69 Neutral |
CSRE Technical Analysis
Positive
―
Price Trends
28.77
Positive
28.16
Positive
27.06
Positive
Market Momentum
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 29.20, equal to the 50-day MA of 28.77, and equal to the 200-day MA of 27.06, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
29.22
4.00
15.86%
AVRE
Avantis Real Estate ETF
―
―
―
ARKX
ARK Space Exploration & Innovation ETF
―
―
―
VOLT
Tema Electrification 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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