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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
Solid Recent Performance
The ETF has shown generally positive returns so far this year and over the past month, indicating steady recent momentum.
Strong Top Real Estate Names
Several of the largest holdings, including data center, storage, and logistics real estate companies, have delivered strong gains that support the fund’s overall results.
Focused Real Estate Exposure
With most assets in real estate and related industries, the ETF offers targeted exposure for investors who want to concentrate on this specific sector.
Negative Factors
High Expense Ratio
The fund’s management fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Concentrated Holdings
A small number of stocks make up a large share of the portfolio, so weakness in just a few companies could have a noticeable impact on performance.
Sector and Country Concentration Risk
The ETF is heavily tilted toward U.S. real estate, which limits diversification and makes it more sensitive to downturns in that sector and market.
CSRE vs. SPDR S&P 500 ETF (SPY)
AUM214.63M
RegionGlobal
Expense Ratio0.70%
Beta0.35
IssuerCohen & Steers
Inception DateFeb 04, 2025
Dividend Yield2.64%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume65,978
30 Day Avg. Volume86,582
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
29.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering42
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CSRE Summary
The Cohen & Steers Real Estate Active ETF (CSRE) is an actively managed fund focused on real estate, mainly through Real Estate Investment Trusts (REITs), rather than tracking a set index. It invests mostly in U.S. real estate companies, including well-known names like Prologis and Digital Realty, which own warehouses, data centers, and other income-producing properties. Investors might consider CSRE for diversification and potential income from real estate without having to buy properties directly. However, because it is heavily concentrated in real estate, its value can rise or fall sharply with the property market 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 very much a real estate story, with nearly all its weight in REITs and a global footprint, but the real action is in a few big U.S. names. Welltower is helping lead the charge, riding steady momentum in senior housing, while Prologis and National Storage Affiliates add support with rising results in logistics and storage. On the flip side, tower REITs like Crown Castle and SBA Communications are dragging on performance, and Essex Property looks sluggish, showing that not all corners of the property market are sharing in the rebound.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 13.88% | $29.80M | $129.28B | 38.01% | 77 Outperform | |
| Digital Realty | 8.96% | $19.23M | $57.00B | 1.28% | 69 Neutral | |
| Crown Castle | 7.18% | $15.41M | $37.80B | -2.77% | 45 Neutral | |
| National Storage Affiliates | 4.70% | $10.09M | $4.27B | -14.37% | 61 Neutral | |
| Equinix | 4.59% | $9.85M | $80.60B | -10.15% | 73 Outperform | |
| Prologis | 4.38% | $9.39M | $124.15B | 9.48% | 76 Outperform | |
| Iron Mountain | 3.59% | $7.71M | $27.23B | -9.29% | 55 Neutral | |
| Outfront Media | 3.26% | $7.00M | $4.07B | 32.17% | 69 Neutral | |
| Diamondrock | 3.03% | $6.50M | $1.88B | 4.56% | 65 Neutral | |
| Essential Properties Realty | 3.03% | $6.50M | $6.03B | -5.42% | 74 Outperform |
CSRE Technical Analysis
Positive
―
Price Trends
25.78
Positive
25.71
Positive
25.49
Positive
Market Momentum
0.10
Positive
54.43
Neutral
29.36
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 25.99, equal to the 50-day MA of 25.78, and equal to the 200-day MA of 25.49, indicating a bullish trend. The MACD of 0.10 indicates Positive momentum. The RSI at 54.43 is Neutral, neither overbought nor oversold. The STOCH value of 29.36 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
26.13
1.33
5.36%
EIPI
FT Energy Income Partners Enhanced Income ETF
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ARKX
ARK Space Exploration & Innovation ETF
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AVRE
Avantis Real Estate 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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