Position in CSR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,348
-$203 QoQ
Shares Held
24
-11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#199
of 217 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $481,998 across 16 REIT - Residential names. CSR ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
963 | $133,799 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
251 | $73,189 | |
| 3 | AMH |
American Homes 4 Rent
|
2,117 | $70,961 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,039 | $61,598 | |
| 5 | AVB |
Avalonbay Communities Inc
|
190 | $35,851 | |
| 6 | CPT |
Camden Property Trust
|
303 | $34,690 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
453 | $29,195 | |
| 8 | MRP |
Millrose Properties, Inc.
|
659 | $19,802 |
All Filings in CSR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,348 | 24 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,551 | 27 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,001 | 30 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,061 | 35 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $421 | 7 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $453 | 7 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||