Position in CSR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,404
-$32 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 217 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026JPL Wealth Management, LLC holds $39,012 across 13 REIT - Residential names. CSR ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
87 | $12,086 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
27 | $7,872 | |
| 3 | AVB |
Avalonbay Communities Inc
|
30 | $5,660 | |
| 4 | AMH |
American Homes 4 Rent
|
122 | $4,089 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
226 | $3,771 | |
| 6 | UDR |
UDR, Inc.
|
57 | $2,275 | |
| 7 | CSR |
Centerspace
This page
|
25 | $1,404 | |
| 8 | VMRK |
Vivmark Residential
|
20 | $1,358 |
All Filings in CSR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,404 | 25 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,436 | 25 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $1,472 | 25 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||