Position in AXR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,227,931
-$526,656 QoQ
Shares Held
167,642
-0.8% QoQ
Ownership
3.15%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 38 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in AXR Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $7,061,617 across 5 Real Estate - Development names. AXR ranks #1 (59.9% of the industry book) .
All Filings in AXR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,227,931 | 167,642 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,754,587 | 169,022 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,177,613 | 169,022 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,027,099 | 168,357 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $3,535,014 | 168,897 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,431,036 | 171,124 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $4,972,409 | 158,357 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,995,131 | 269,287 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,146,890 | 113,532 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,298,435 | 271,017 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,529,450 | 115,132 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $2,117,637 | 118,040 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,654,877 | 118,290 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||