Position in CSR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,461
+$2,727 QoQ
Shares Held
115
+76.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 217 holders
Holding Since
Mar 2024
10 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, 2026UMB Bank, n.a. holds $1,080,449 across 16 REIT - Residential names. CSR ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,236 | $421,910 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
2,768 | $178,397 | |
| 3 | AMH |
American Homes 4 Rent
|
3,841 | $128,750 | |
| 4 | IRT |
Independence Realty Trust, Inc.
|
3,321 | $55,427 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
378 | $52,518 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
145 | $42,280 | |
| 7 | VMRK |
Vivmark Residential
|
621 | $42,184 | |
| 8 | INVH |
Invitation Homes Inc.
|
1,377 | $41,599 |
All Filings in CSR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,461 | 115 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,734 | 65 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,336 | 65 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,295 | 22 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,648 | 44 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,561 | 55 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,050 | 31 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,889 | 41 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,487 | 22 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $457 | 8 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||