Position in CSR
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$573,587
+$184,191 QoQ
Shares Held
10,208
+50.6% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 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, 2026Corient Private Wealth LLC holds $97,594,240 across 14 REIT - Residential names. CSR ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
65,119 | $18,988,048 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
125,554 | $17,444,472 | |
| 3 | AMH |
American Homes 4 Rent
|
481,871 | $16,152,315 | |
| 4 | CPT |
Camden Property Trust
|
120,014 | $13,740,402 | |
| 5 | SUI |
Sun Communities Inc
|
92,544 | $11,096,950 | |
| 6 | 98,207 | $6,634,718 | |||
| 7 | VMRK |
Vivmark Residential
|
76,689 | $5,209,483 | |
| 8 | MRP |
Millrose Properties, Inc.
|
95,337 | $2,864,876 |
All Filings in CSR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,587 | 10,208 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $389,396 | 6,778 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||