Position in CSR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$434,798
+$13,403 QoQ
Shares Held
7,738
+5.5% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#93
of 217 holders
Holding Since
Jun 2024
9 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, 2026Vert Asset Management LLC holds $62,708,712 across 9 REIT - Residential names. CSR ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
201,557 | $13,616,813 | |
| 2 | VMRK |
Vivmark Residential
|
179,611 | $12,200,975 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
32,701 | $9,535,284 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
58,352 | $8,107,426 | |
| 5 | UDR |
UDR, Inc.
|
160,196 | $6,395,024 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
93,668 | $6,036,902 | |
| 7 | CPT |
Camden Property Trust
|
50,682 | $5,802,582 | |
| 8 | UMH |
Umh Properties, Inc.
|
38,237 | $578,908 |
All Filings in CSR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,798 | 7,738 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $421,395 | 7,335 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $489,391 | 7,335 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $401,226 | 6,812 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $383,771 | 6,376 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $388,759 | 6,004 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $397,164 | 6,004 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $331,843 | 4,709 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $317,387 | 4,693 | Shares | Defined | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||