Position in CSR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,040,863
-$577,101 QoQ
Shares Held
18,524
-34.2% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 217 holders
Holding Since
Dec 2020
23 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, 2026BANK OF AMERICA CORP /DE/ holds $1,296,686,634 across 19 REIT - Residential names. CSR ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
1,898,748 | $358,274,758 | |
| 2 | VMRK |
Vivmark Residential
|
3,004,393 | $204,088,412 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
1,944,155 | $125,300,788 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
818,301 | $113,694,737 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
275,322 | $80,281,140 | |
| 6 | CPT |
Camden Property Trust
|
680,971 | $77,964,367 | |
| 7 | INVH |
Invitation Homes Inc.
|
2,496,227 | $75,411,015 | |
| 8 | SUI |
Sun Communities Inc
|
623,891 | $74,810,765 |
All Filings in CSR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,040,863 | 18,524 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,617,964 | 28,163 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,038,359 | 30,551 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,482,744 | 25,174 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $1,552,719 | 25,797 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,643,352 | 25,380 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,950,629 | 29,488 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,676,197 | 23,786 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,457,039 | 51,117 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,917,167 | 51,053 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,946,090 | 33,438 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,330,825 | 71,869 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,552,557 | 57,897 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,836,880 | 70,234 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,817,447 | 48,022 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,673,717 | 54,571 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,349,338 | 41,071 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,873,519 | 49,669 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,241,339 | 56,279 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $4,576,822 | 48,432 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,659,911 | 59,061 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $1,759,500 | 25,875 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $476,536 | 6,746 | Shares | Defined | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||