Transamerica Financial Advisors, LLC
Position in CPT — Camden Property Trust
CIK 1502149
CEDAR RAPIDS, IA
Position in CPT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,862
+$909 QoQ
Shares Held
25
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#517
of 567 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $376,858 across 12 REIT - Residential names. CPT ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
4,782 | $324,841 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
265 | $36,819 | |
| 3 | SUI |
Sun Communities Inc
|
39 | $4,676 | |
| 4 | CPT |
Camden Property Trust
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|
25 | $2,862 | |
| 5 | AVB |
Avalonbay Communities Inc
|
14 | $2,641 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
5 | $1,457 | |
| 7 | UDR |
UDR, Inc.
|
33 | $1,317 | |
| 8 | INVH |
Invitation Homes Inc.
|
42 | $1,268 |
All Filings in CPT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,862 | 25 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,953 | 20 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,082 | 28 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,708 | 16 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||