Position in CSR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,135
-$1,943 QoQ
Shares Held
38
-46.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#191
of 217 holders
Holding Since
Jun 2023
8 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, 2026Allworth Financial LP holds $10,191,128 across 19 REIT - Residential names. CSR ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
41,083 | $5,708,072 | |
| 2 | AVB |
Avalonbay Communities Inc
|
22,199 | $1,499,708 | |
| 3 | AMH |
American Homes 4 Rent
|
32,101 | $1,076,025 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
3,371 | $982,949 | |
| 5 | INVH |
Invitation Homes Inc.
|
7,324 | $221,258 | |
| 6 | MRP |
Millrose Properties, Inc.
|
5,249 | $157,732 | |
| 7 | UDR |
UDR, Inc.
|
2,643 | $105,508 | |
| 8 | VMRK |
Vivmark Residential
|
1,524 | $103,525 |
All Filings in CSR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,135 | 38 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,078 | 71 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,603 | 69 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,532 | 43 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $4,875 | 81 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,748 | 27 | Shares | Sole | 2025-04-30 | |
| 2023-09-30 | $120 | 2 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $122 | 2 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||