Position in CSR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$216,724
-$5,032 QoQ
Shares Held
3,857
-0.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#133
of 217 holders
Holding Since
Dec 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, 2026Wealth Enhancement Trust Services, Inc. holds $354,428 across 7 REIT - Residential names. CSR ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSR |
Centerspace
This page
|
3,857 | $216,724 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
830 | $115,320 | |
| 3 | MRP |
Millrose Properties, Inc.
|
435 | $13,071 | |
| 4 | SUI |
Sun Communities Inc
|
42 | $5,036 | |
| 5 | AMH |
American Homes 4 Rent
|
87 | $2,916 | |
| 6 | AVB |
Avalonbay Communities Inc
|
14 | $943 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
15 | $418 |
All Filings in CSR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,724 | 3,857 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $221,756 | 3,860 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $257,538 | 3,860 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||