Creative Planning

Position in CPT — Camden Property Trust

CIK 1540235 OVERLAND PARK, KS

Position in CPT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,979,671

-$86,207 QoQ

Shares Held

34,760

-16.5% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#158

of 567 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Creative Planning holds $125,958,244 across 15 REIT - Residential names. CPT ranks #8 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	213,452	$29,657,020
2	AVB	Avalonbay Communities Inc	96,561	$18,220,094
3	AMH	American Homes 4 Rent	490,138	$16,429,425
4	VMRK	Vivmark Residential	241,376	$16,396,671
5	INVH	Invitation Homes Inc.	517,478	$15,633,009
6	ESS	Essex Property Trust, Inc.	39,173	$11,422,454
7	ELS	Equity Lifestyle Properties Inc	62,518	$4,029,284
8	CPT	Camden Property Trust This page	34,760	$3,979,671

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,979,671	34,760	-16.5%	Shares	Defined	2026-08-13
2026-03-31	$4,065,878	41,633	-49.9%	Shares	Sole	2026-05-12
2025-12-31	$9,149,189	83,114	+226.0%	Shares	Sole	2026-02-17
2025-09-30	$2,722,462	25,496	+141.1%	Shares	Defined	2025-11-14
2025-06-30	$1,191,470	10,573	+18.5%	Shares	Defined	2025-08-08
2025-03-31	$1,090,793	8,919	-6.9%	Shares	Sole	2025-05-15
2024-12-31	$1,111,547	9,579	+6.3%	Shares	Defined	2025-02-14
2024-09-30	$1,113,251	9,012	+5.3%	Shares	Defined	2024-10-11
2024-06-30	$933,870	8,559	-2.1%	Shares	Defined	2024-08-15
2024-03-31	$860,311	8,743	+38.8%	Shares	Sole	2024-05-13
2023-12-31	$625,427	6,299	+24.4%	Shares	Defined	2024-02-14
2023-09-30	$479,047	5,065	-22.7%	Shares	Defined	2023-11-16
2023-06-30	$713,642	6,555	+29.7%	Shares	Sole	2023-07-21
2023-03-31	$529,756	5,053	+9.4%	Shares	Sole	2023-05-15
2022-12-31	$516,549	4,617	-0.6%	Shares	Sole	2023-02-10
2022-09-30	$554,845	4,645	+23.9%	Shares	Sole	2022-11-03
2022-06-30	$504,300	3,750	+15.2%	Shares	Sole	2022-08-15
2022-03-31	$540,814	3,254	+12.9%	Shares	Sole	2022-05-16
2021-12-31	$515,134	2,883	+0.1%	Shares	Sole	2022-02-11
2021-09-30	$424,713	2,880	+25.8%	Shares	Sole	2021-11-10
2021-06-30	$303,681	2,289	-4.8%	Shares	Sole	2021-08-04
2021-03-31	$264,223	2,404	-27.2%	Shares	Sole	2021-04-30
2020-09-30	$293,989	3,304	+0.3%	Shares	Sole	2020-11-05
2020-06-30	$300,387	3,293	-10.3%	Shares	Sole	2020-07-23
2020-03-31	$291,048	3,673	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.