Position in CSR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$618
-$122 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 217 holders
Holding Since
Mar 2022
4 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, 2026Global Retirement Partners, LLC holds $1,669,745 across 18 REIT - Residential names. CSR ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,346 | $293,601 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
779 | $227,148 | |
| 3 | UDR |
UDR, Inc.
|
4,689 | $187,184 | |
| 4 | CPT |
Camden Property Trust
|
1,446 | $165,552 | |
| 5 | SUI |
Sun Communities Inc
|
1,119 | $134,179 | |
| 6 | VMRK |
Vivmark Residential
|
1,815 | $123,292 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
762 | $105,872 | |
| 8 | MRP |
Millrose Properties, Inc.
|
3,433 | $103,161 |
All Filings in CSR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618 | 11 | Shares | Sole | 2026-08-06 | |
| 2022-09-30 | $740 | 11 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,098 | 38 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,256 | 23 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||