Position in CPT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$29,395
-$3,739 QoQ
Shares Held
301
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
8 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 Mar 31, 2026Fulcrum Asset Management LLP holds $368,179 across 11 REIT - Residential names. CPT ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
2,282 | $63,713 | |
| 2 | INVH |
Invitation Homes Inc.
|
2,274 | $56,508 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
330 | $40,299 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
552 | $34,455 | |
| 5 | AVB |
Avalonbay Communities Inc
|
189 | $30,873 | |
| 6 | CPT |
Camden Property Trust
This page
|
301 | $29,395 | |
| 7 | UDR |
UDR, Inc.
|
801 | $27,057 | |
| 8 | SUI |
Sun Communities Inc
|
211 | $26,577 |
All Filings in CPT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,395 | 301 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $33,134 | 301 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $32,140 | 301 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $33,919 | 301 | Shares | Sole | 2025-11-24 | |
| 2022-03-31 | $1,261,956 | 7,593 | Principal | Sole | 2022-05-10 | |
| 2021-12-31 | $1,649,216 | 9,230 | Principal | Sole | 2022-03-24 | |
| 2021-09-30 | $1,361,148 | 9,230 | Principal | Sole | 2021-10-19 | |
| 2021-06-30 | $1,362,000 | 0 | Principal | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||