Position in CSR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,202
+$43 QoQ
Shares Held
57
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 217 holders
Holding Since
Jun 2025
4 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, 2026IFP Advisors, Inc holds $937,195 across 20 REIT - Residential names. CSR ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
2,621 | $314,284 | |
| 2 | AMH |
American Homes 4 Rent
|
5,608 | $187,980 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
6,911 | $115,344 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,745 | $52,716 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
763 | $49,175 | |
| 6 | MRP |
Millrose Properties, Inc.
|
1,387 | $41,679 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
284 | $39,458 | |
| 8 | 525 | $35,473 |
All Filings in CSR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,202 | 57 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,159 | 55 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,803 | 72 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $7,583 | 126 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||