Position in CSR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,384,456
-$319,379 QoQ
Shares Held
238,200
-0.1% QoQ
Ownership
1.42%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 217 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 92%
Shared 7%
None 1%
Common Shares in CSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,585,690,726 across 18 REIT - Residential names. CSR ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
5,956,240 | $402,392,856 | |
| 2 | VMRK |
Vivmark Residential
|
5,384,176 | $365,747,073 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
1,000,799 | $291,822,977 | |
| 4 | INVH |
Invitation Homes Inc.
|
8,233,305 | $248,728,142 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,770,242 | $245,957,422 | |
| 6 | SUI |
Sun Communities Inc
|
1,798,284 | $215,632,231 | |
| 7 | UDR |
UDR, Inc.
|
4,806,606 | $191,879,709 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
2,810,482 | $181,135,564 |
All Filings in CSR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,384,456 | 238,200 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $13,703,835 | 238,535 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,772,339 | 236,396 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,233,242 | 241,651 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,261,657 | 236,944 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,858,311 | 229,472 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,857,023 | 224,596 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,608,045 | 221,485 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $15,133,562 | 223,770 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,961,113 | 209,330 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $11,895,845 | 204,396 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,931,251 | 214,591 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $13,201,541 | 215,149 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,303,873 | 206,917 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,669,518 | 198,901 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $14,205,594 | 211,016 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $17,680,445 | 216,805 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,150,256 | 215,555 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $23,832,964 | 214,905 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $20,181,136 | 213,557 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $16,384,137 | 207,657 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $14,141,756 | 207,967 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $15,073,798 | 213,389 | Shares | Defined | 2021-03-08 | |
| No filing history on record for this holder in this stock. | ||||||