Position in CSR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,394
New position
Shares Held
96
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#180
of 217 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $15,604,896 across 17 REIT - Residential names. CSR ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
42,289 | $5,875,633 | |
| 2 | SUI |
Sun Communities Inc
|
21,427 | $2,569,311 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
114,434 | $1,909,903 | |
| 4 | AVB |
Avalonbay Communities Inc
|
8,135 | $1,534,993 | |
| 5 | CPT |
Camden Property Trust
|
7,799 | $892,907 | |
| 6 | NXRT |
NexPoint Residential Trust, Inc.
|
22,983 | $641,685 | |
| 7 | INVH |
Invitation Homes Inc.
|
20,740 | $626,555 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
1,977 | $576,473 |
All Filings in CSR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,394 | 96 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||