Position in CPT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$259,205
+$43,008 QoQ
Shares Held
2,264
+15.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.01%
of 13F equity value
Holder Rank
#381
of 569 holders
Holding Since
Dec 2025
2 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, 2026HEFFERNAN ADVISORY, INC holds $475,154 across 2 REIT - Residential names. CPT ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
This page
|
2,264 | $259,205 | |
| 2 | VMRK |
Vivmark Residential
|
3,179 | $215,949 |
All Filings in CPT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,205 | 2,264 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $216,197 | 1,964 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||