Position in CSR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,646,179
+$215,103 QoQ
Shares Held
63,467
+23.4% QoQ
Ownership
0.378%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $209,524,402 across 15 REIT - Residential names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
738,377 | $49,883,409 | |
| 2 | SUI |
Sun Communities Inc
|
247,912 | $29,727,127 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
182,219 | $25,317,507 | |
| 4 | CPT |
Camden Property Trust
|
206,434 | $23,634,628 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
327,727 | $21,122,005 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
53,002 | $15,454,853 | |
| 7 | INVH |
Invitation Homes Inc.
|
427,974 | $12,929,094 | |
| 8 | MRP |
Millrose Properties, Inc.
|
336,675 | $10,117,083 |
All Filings in CSR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,646,179 | 63,467 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,431,076 | 51,425 | Shares | Sole | 2026-02-10 | |
| 2024-06-30 | $741,427 | 10,963 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $725,278 | 12,693 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $914,445 | 15,175 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $1,429,816 | 17,533 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,732,602 | 17,658 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,000,857 | 18,042 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,701,189 | 18,002 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,406,550 | 17,827 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,208,564 | 17,773 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $924,536 | 13,088 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||