CSRE - ETF AI Analysis
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Cohen & Steers Real Estate Active ETF (CSRE)
CSRE, the Cohen & Steers Real Estate Active ETF, earns a solid overall rating largely because its biggest positions like Welltower, Eastgroup Properties, Prologis, Equinix, and Omega Healthcare are supported by strong financial performance, positive earnings commentary, and generally stable trends, which together underpin a favorable outlook for the fund. However, weaker holdings such as Crown Castle, with declining revenue and operational challenges, slightly drag on the fund’s quality, and investors should also note the main risk that comes from the ETF’s concentration in real estate and related infrastructure sectors, which can make it more sensitive to property market and interest rate conditions.
CSRE vs. SPDR S&P 500 ETF (SPY)
- AUM
- 669.68M
- Region
- Global
- Expense Ratio
- 0.70%
- Beta
- 0.31
- Issuer
- Cohen & Steers
- Inception Date
- Feb 04, 2025
- Dividend Yield
- 2.04%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
CSRE Summary
CSRE is an actively managed real estate ETF that focuses mainly on U.S. real estate investment trusts (REITs) rather than tracking a fixed index. It invests in companies that own properties like data centers, healthcare facilities, warehouses, and cell towers. Well-known holdings include Digital Realty and Equinix, both major data center operators. Investors might consider CSRE for income potential from real estate and diversification away from traditional stocks and bonds. However, because it is heavily concentrated in real estate, its value can go up and down with property markets, interest rates, and the broader economy.
How much will it cost me?
This ETF has an expense ratio of 0.70%, which means you’ll pay about $7 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with professionals selecting and adjusting real estate investments rather than simply tracking an index.
What would affect this ETF?
Future performance of this global real estate ETF will benefit if interest rates fall or stabilize, since that can support REIT prices and the income they pay, and if demand stays strong for properties tied to its major holdings like data centers, cell towers, warehouses, and healthcare facilities. On the negative side, higher interest rates, weaker economic conditions, or real estate-specific issues such as falling property values or tighter regulations in key markets could hurt returns, especially given its heavy concentration in the real estate sector.
CSRE Top 10 Holdings
CSRE is essentially a pure play on global REITs, with a heavy tilt toward U.S.-listed names. Welltower sits in the driver’s seat, and despite some recent choppiness, its strong year-to-date run is still helping the fund. Data-center giants Digital Realty and Equinix add a tech-flavored real estate angle, with performance looking mixed but generally supportive. On the flip side, Crown Castle and SBA Communications have been dragging, as tower REITs wrestle with operational and leverage issues. Overall, the ETF is concentrated in real estate, especially healthcare, industrial, storage, and digital infrastructure.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WELL | Welltower | 15.10% | $101.11M | $172.10B | 29.70% | 77Outperform |
 DLR | Digital Realty | 7.66% | $51.30M | $67.04B | 5.83% | 69Neutral |
 EQIX | Equinix | 6.40% | $42.87M | $100.34B | 21.67% | 73Outperform |
 CCI | Crown Castle | 6.28% | $42.05M | $37.73B | -2.88% | 45Neutral |
 PLD | Prologis | 5.53% | $37.06M | $124.09B | 3.02% | 76Outperform |
 AMT | American Tower | 4.61% | $30.88M | $87.09B | 4.64% | 71Outperform |
 EGP | Eastgroup Properties | 3.76% | $25.20M | $10.69B | 13.21% | 78Outperform |
 EXR | Extra Space Storage | 2.95% | $19.74M | $33.39B | 12.26% | 66Neutral |
 CUBE | Cubesmart | 3.33% | $22.29M | $9.67B | 9.42% | 68Neutral |
 SBAC | SBA Communications | 3.19% | $21.36M | $19.85B | -2.09% | 67Neutral |
CSRE Technical Analysis
Price Trends
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 28.12 is above the 20-day moving average (MA) of 27.38, above the 50-day MA of 27.66, and above the 200-day MA of 27.76, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 59.62 is Neutral, neither overbought nor oversold. The STOCH value of 75.14 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 |
|---|---|---|---|---|---|
| CSRE | $28.12 | $30.00(6.69% Upside) | $669.68M | 0.70% | 68Neutral |
 BLOK | $51.25 | $92.05(79.61% Upside) | $930.24M | 0.70% | 56Neutral |
 AVRE | $46.06 | $52.11(13.13% Upside) | $882.47M | 0.17% | 66Neutral |
 AGIX | $41.62 | $60.86(46.23% Upside) | $737.43M | 1.00% | 60Neutral |
 VGSR | $10.95 | $12.48(14.01% Upside) | $495.36M | 0.45% | 66Neutral |
 LPRE | $28.36 | $33.95(19.71% Upside) | $181.95M | 1.00% | 64Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CSRE | Cohen & Steers Real Estate Active ETF | 28.12 | 3.10 | 12.39% | |
| BLOK | Amplify Transformational Data Sharing Etf | 51.25 | -18.58 | -26.61% | |
| AVRE | Avantis Real Estate ETF | 46.06 | 3.45 | 8.10% | |
| AGIX | KraneShares Artificial Intelligence & Technology ETF | 41.62 | 2.66 | 6.82% | |
| VGSR | Vert Global Sustainable Real Estate ETF | 10.95 | 0.83 | 8.20% | |
| LPRE | Long Pond Real Estate Select ETF | 28.36 | 3.35 | 13.38% |
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.