Position in CSR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$605,952
+$109,011 QoQ
Shares Held
10,784
+24.7% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 217 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 33%
Shared 54%
None 13%
Common Shares in CSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $89,480,427 across 17 REIT - Residential names. CSR ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
141,878 | $19,712,527 | |
| 2 | CPT |
Camden Property Trust
|
98,331 | $11,257,914 | |
| 3 | AVB |
Avalonbay Communities Inc
|
56,193 | $10,603,056 | |
| 4 | INVH |
Invitation Homes Inc.
|
297,820 | $8,997,141 | |
| 5 | MRP |
Millrose Properties, Inc.
|
296,707 | $8,916,044 | |
| 6 | AMH |
American Homes 4 Rent
|
259,416 | $8,695,623 | |
| 7 | UDR |
UDR, Inc.
|
182,486 | $7,284,839 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
16,558 | $4,828,146 |
All Filings in CSR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,952 | 10,784 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $496,941 | 8,650 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $632,638 | 9,482 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $688,953 | 11,697 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $734,980 | 12,211 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $757,575 | 11,700 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $686,637 | 10,380 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $745,784 | 10,583 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||