Position in CSR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,741
-$844 QoQ
Shares Held
31
-31.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 217 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $5,875,177 across 17 REIT - Residential names. CSR ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
16,514 | $2,294,455 | |
| 2 | AMH |
American Homes 4 Rent
|
30,020 | $1,006,270 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
2,025 | $590,469 | |
| 4 | MRP |
Millrose Properties, Inc.
|
17,733 | $532,876 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
23,776 | $396,821 | |
| 6 | INVH |
Invitation Homes Inc.
|
11,329 | $342,249 | |
| 7 | AVB |
Avalonbay Communities Inc
|
1,049 | $197,935 | |
| 8 | VMRK |
Vivmark Residential
|
2,742 | $186,264 |
All Filings in CSR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,741 | 31 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,585 | 45 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,002 | 45 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $38,874 | 660 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $37,438 | 622 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $40,922 | 632 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $41,145 | 622 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $44,184 | 627 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $41,727 | 617 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $35,255 | 617 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $35,909 | 617 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||