Position in CPT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$241,802
+$2,709 QoQ
Shares Held
2,112
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#395
of 569 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $30,865,138 across 5 REIT - Residential names. CPT ranks #5 (0.8% of the industry book) .
All Filings in CPT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,802 | 2,112 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $239,093 | 2,172 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $230,431 | 2,158 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $251,974 | 2,236 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $277,621 | 2,270 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $268,864 | 2,317 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||