Position in CSR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$919
-$148 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MAI Capital Management holds $12,291,144 across 8 REIT - Residential names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
37,044 | $6,989,831 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
15,885 | $2,207,061 | |
| 3 | CPT |
Camden Property Trust
|
7,435 | $851,233 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
2,730 | $796,040 | |
| 5 | AMH |
American Homes 4 Rent
|
16,010 | $536,654 | |
| 6 | INVH |
Invitation Homes Inc.
|
12,664 | $382,579 | |
| 7 | VMRK |
Vivmark Residential
|
4,004 | $271,991 | |
| 8 | MRP |
Millrose Properties, Inc.
|
8,511 | $255,755 |
All Filings in CSR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $919 | 16 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,067 | 16 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $942 | 16 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $963 | 16 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||