Position in CSR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$878,923
+$469,823 QoQ
Shares Held
15,642
+119.7% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
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, 2026WELLS FARGO & COMPANY/MN holds $244,861,193 across 21 REIT - Residential names. CSR ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
308,096 | $58,134,632 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
261,498 | $36,332,530 | |
| 3 | AMH |
American Homes 4 Rent
|
699,369 | $23,442,847 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
70,778 | $20,638,154 | |
| 5 | SUI |
Sun Communities Inc
|
168,042 | $20,149,913 | |
| 6 | VMRK |
Vivmark Residential
|
259,339 | $17,616,896 | |
| 7 | CPT |
Camden Property Trust
|
146,933 | $16,822,357 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
198,228 | $12,775,792 |
All Filings in CSR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,923 | 15,642 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $409,100 | 7,121 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,432,010 | 21,463 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $912,301 | 15,489 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $809,976 | 13,457 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $834,691 | 12,891 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $845,000 | 12,774 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $744,726 | 10,568 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $676,975 | 10,010 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $512,088 | 8,962 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $498,889 | 8,572 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $516,727 | 8,575 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $773,011 | 12,598 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $565,746 | 10,356 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $566,750 | 9,660 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $399,408 | 5,933 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $579,329 | 7,104 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,883,412 | 19,195 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,655,054 | 23,941 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,571,240 | 122,447 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,766,325 | 73,084 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,375,672 | 79,054 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,127,191 | 72,582 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||