Position in CSR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,084,385
+$223,461 QoQ
Shares Held
357,437
+3.4% QoQ
Ownership
2.13%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,956,511,325 across 17 REIT - Residential names. CSR ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
9,872,263 | $666,952,164 | |
| 2 | VMRK |
Vivmark Residential
|
4,993,498 | $339,208,318 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
939,663 | $273,996,334 | |
| 4 | INVH |
Invitation Homes Inc.
|
7,925,587 | $239,431,983 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,686,464 | $234,317,307 | |
| 6 | UDR |
UDR, Inc.
|
5,182,649 | $206,891,347 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
3,095,506 | $199,505,361 | |
| 8 | SUI |
Sun Communities Inc
|
1,648,236 | $197,639,978 |
All Filings in CSR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,084,385 | 357,437 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,860,924 | 345,708 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,703,881 | 340,286 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,345,995 | 311,477 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,621,284 | 292,761 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,811,172 | 259,632 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $17,138,737 | 259,089 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $19,415,260 | 275,511 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,020,577 | 251,672 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,992,407 | 297,382 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $14,615,009 | 251,117 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $14,935,139 | 247,845 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,644,545 | 238,666 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $12,765,774 | 233,677 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,403,220 | 228,451 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $14,983,210 | 222,567 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,714,454 | 217,222 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,042,913 | 214,461 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $22,555,396 | 203,385 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,776,961 | 198,698 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $14,322,164 | 181,523 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,931,076 | 175,457 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,035,431 | 170,377 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||