Position in CPT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$37,552
+$5,520 QoQ
Shares Held
328
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#463
of 569 holders
Holding Since
Mar 2021
22 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, 2026WHITTIER TRUST CO holds $31,073,796 across 11 REIT - Residential names. CPT ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
232,839 | $27,919,724 | |
| 2 | AMH |
American Homes 4 Rent
|
21,357 | $715,886 | |
| 3 | UDR |
UDR, Inc.
|
16,077 | $641,793 | |
| 4 | INVH |
Invitation Homes Inc.
|
16,836 | $508,615 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
7,795 | $502,387 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
1,195 | $348,450 | |
| 7 | 2,324 | $156,990 | |||
| 8 | VMRK |
Vivmark Residential
|
1,599 | $108,620 |
All Filings in CPT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,552 | 328 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $32,032 | 328 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $36,106 | 328 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $35,023 | 328 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $36,962 | 328 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $40,114 | 328 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $38,061 | 328 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $40,517 | 328 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $35,788 | 328 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $32,275 | 328 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $85,488 | 861 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $82,946 | 877 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $93,737 | 861 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $90,267 | 861 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $96,328 | 861 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $129,961 | 1,088 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $146,314 | 1,088 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $231,184 | 1,391 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $218,168 | 1,221 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $108,242 | 734 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $61,426 | 463 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $39,897 | 363 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||