Position in CSR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$573,699
+$184,303 QoQ
Shares Held
10,210
+50.6% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 217 holders
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 $96,689,825 across 13 REIT - Residential names. CSR ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
66,698 | $19,448,469 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
120,238 | $16,705,867 | |
| 3 | AMH |
American Homes 4 Rent
|
455,470 | $15,267,354 | |
| 4 | CPT |
Camden Property Trust
|
122,592 | $14,035,558 | |
| 5 | SUI |
Sun Communities Inc
|
92,165 | $11,051,505 | |
| 6 | AVB |
Avalonbay Communities Inc
|
33,939 | $6,403,949 | |
| 7 | VMRK |
Vivmark Residential
|
79,689 | $5,413,273 | |
| 8 | MRP |
Millrose Properties, Inc.
|
95,165 | $2,859,708 |
All Filings in CSR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,699 | 10,210 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $389,396 | 6,778 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||