Position in CSR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,090
-$3,457 QoQ
Shares Held
144
-28.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 217 holders
Holding Since
Dec 2021
13 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, 2026EverSource Wealth Advisors, LLC holds $2,143,843 across 19 REIT - Residential names. CSR ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
20,239 | $678,408 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
3,305 | $459,192 | |
| 3 | INVH |
Invitation Homes Inc.
|
6,681 | $201,830 | |
| 4 | MRP |
Millrose Properties, Inc.
|
5,070 | $152,349 | |
| 5 | AVB |
Avalonbay Communities Inc
|
1,827 | $123,400 | |
| 6 | VMRK |
Vivmark Residential
|
1,500 | $101,892 | |
| 7 | SUI |
Sun Communities Inc
|
756 | $90,647 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
1,195 | $77,015 |
All Filings in CSR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,090 | 144 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,547 | 201 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $14,410 | 216 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,545 | 213 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,713 | 178 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $647 | 10 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $463 | 7 | Shares | Sole | 2025-02-10 | |
| 2023-09-30 | $3,073 | 51 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,129 | 51 | Shares | Sole | 2023-08-04 | |
| 2022-09-30 | $1,009 | 15 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,223 | 15 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,471 | 15 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,663 | 15 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||