Position in CSR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$396,813
-$234,275 QoQ
Shares Held
7,062
-35.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 217 holders
Holding Since
Dec 2020
21 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, 2026LPL Financial LLC holds $64,735,035 across 17 REIT - Residential names. CSR ranks #15 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
30,873 | $9,002,258 | |
| 2 | AVB |
Avalonbay Communities Inc
|
109,583 | $7,403,252 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
44,152 | $6,134,478 | |
| 4 | UDR |
UDR, Inc.
|
143,184 | $5,715,905 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
86,700 | $5,587,815 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
334,131 | $5,576,646 | |
| 7 | AIV |
Apartment Investment & Management Co
|
1,633,396 | $4,851,186 | |
| 8 | VMRK |
Vivmark Residential
|
71,400 | $4,850,202 |
All Filings in CSR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,813 | 7,062 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $631,088 | 10,985 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $625,967 | 9,382 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $352,280 | 5,981 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $210,955 | 3,258 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $360,782 | 5,454 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $267,786 | 3,800 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $215,739 | 3,190 | Shares | Sole | 2024-08-07 | |
| 2023-12-31 | $674,538 | 11,590 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $680,455 | 11,292 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $672,444 | 10,959 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $575,363 | 10,532 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $677,521 | 11,548 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $804,945 | 11,957 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $975,827 | 11,966 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,192,158 | 12,150 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,399,890 | 12,623 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,320,259 | 13,971 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,122,747 | 14,230 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $804,440 | 11,830 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $841,534 | 11,913 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||