Position in CSR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$278,252
-$25,543 QoQ
Shares Held
4,952
-6.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#114
of 217 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in CSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $57,192,558 across 17 REIT - Residential names. CSR ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
88,654 | $12,317,586 | |
| 2 | VMRK |
Vivmark Residential
|
166,974 | $11,342,543 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
22,294 | $6,500,707 | |
| 4 | AMH |
American Homes 4 Rent
|
154,521 | $5,179,543 | |
| 5 | AVB |
Avalonbay Communities Inc
|
24,827 | $4,684,606 | |
| 6 | CPT |
Camden Property Trust
|
27,532 | $3,152,138 | |
| 7 | SUI |
Sun Communities Inc
|
25,046 | $3,003,265 | |
| 8 | INVH |
Invitation Homes Inc.
|
91,008 | $2,749,351 |
All Filings in CSR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,252 | 4,952 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $303,795 | 5,288 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $322,657 | 4,836 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $242,550 | 4,118 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||