Position in CSR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$112
-$634 QoQ
Shares Held
2
-84.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#214
of 217 holders
Holding Since
Dec 2025
3 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, 2026Keating Financial Advisory Services, Inc. holds $68,715 across 13 REIT - Residential names. CSR ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
204 | $13,857 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
42 | $12,246 | |
| 3 | AMH |
American Homes 4 Rent
|
285 | $9,553 | |
| 4 | CPT |
Camden Property Trust
|
61 | $6,983 | |
| 5 | MRP |
Millrose Properties, Inc.
|
183 | $5,499 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
38 | $5,279 | |
| 7 | INVH |
Invitation Homes Inc.
|
134 | $4,048 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
55 | $3,544 |
All Filings in CSR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112 | 2 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $746 | 13 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $66 | 1 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||