Position in CPT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$258,861
+$42,154 QoQ
Shares Held
2,261
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#382
of 569 holders
Holding Since
Dec 2025
3 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, 2026Crestwood Advisors Group, LLC holds $2,383,196 across 7 REIT - Residential names. CPT ranks #6 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
2,281 | $665,116 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,978 | $413,763 | |
| 3 | AMH |
American Homes 4 Rent
|
8,191 | $274,562 | |
| 4 | AVB |
Avalonbay Communities Inc
|
1,432 | $270,204 | |
| 5 | VMRK |
Vivmark Residential
|
3,917 | $266,081 | |
| 6 | CPT |
Camden Property Trust
This page
|
2,261 | $258,861 | |
| 7 | UDR |
UDR, Inc.
|
5,877 | $234,609 |
All Filings in CPT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,861 | 2,261 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $216,707 | 2,219 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $258,357 | 2,347 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||