Position in CSR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$269,038
-$21,060 QoQ
Shares Held
4,683
+7.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $21,153,465 across 13 REIT - Residential names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
45,627 | $6,339,415 | |
| 2 | AMH |
American Homes 4 Rent
|
63,961 | $2,143,972 | |
| 3 | VMRK |
Vivmark Residential
|
24,859 | $1,688,671 | |
| 4 | MRP |
Millrose Properties, Inc.
|
55,982 | $1,682,259 | |
| 5 | INVH |
Invitation Homes Inc.
|
54,919 | $1,659,102 | |
| 6 | UDR |
UDR, Inc.
|
39,634 | $1,582,189 | |
| 7 | AVB |
Avalonbay Communities Inc
|
21,905 | $1,479,896 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
4,985 | $1,453,576 |
All Filings in CSR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $269,038 | 4,683 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $290,098 | 4,348 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $244,199 | 4,146 | Shares | Sole | 2025-11-19 | |
| 2024-12-31 | $250,047 | 3,780 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $233,678 | 3,316 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||