Position in CSR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,069,509
+$2,605,856 QoQ
Shares Held
232,595
+27.7% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 217 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $2,867,145,906 across 21 REIT - Residential names. CSR ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,577,744 | $863,774,507 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,310,321 | $320,995,992 | |
| 3 | UDR |
UDR, Inc.
|
6,230,612 | $248,726,023 | |
| 4 | INVH |
Invitation Homes Inc.
|
8,014,729 | $242,124,954 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
830,044 | $242,032,523 | |
| 6 | VMRK |
Vivmark Residential
|
3,133,026 | $212,826,450 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
3,035,606 | $195,644,802 | |
| 8 | AMH |
American Homes 4 Rent
|
5,497,012 | $184,259,837 |
All Filings in CSR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,069,509 | 232,595 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $10,463,653 | 182,135 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $15,903,043 | 238,355 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $13,227,936 | 224,583 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $12,233,372 | 203,246 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $13,184,457 | 203,621 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $15,042,439 | 227,399 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $13,617,760 | 193,242 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $10,405,685 | 153,862 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $9,646,999 | 168,831 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $11,012,952 | 189,226 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $9,460,035 | 156,987 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,556,728 | 123,154 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,278,738 | 151,542 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $11,629,331 | 198,216 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $15,016,129 | 223,056 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,661,995 | 253,366 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $23,985,236 | 244,448 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $27,983,173 | 252,328 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $19,233,395 | 203,528 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $14,406,192 | 182,588 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $13,727,500 | 201,875 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $10,191,231 | 144,270 | Shares | Defined | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||