Position in CPT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$140,708
+$24,786 QoQ
Shares Held
1,229
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#430
of 569 holders
Holding Since
Jun 2021
21 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,902,312 across 11 REIT - Residential names. CPT ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,243 | $800,611 | |
| 2 | SUI |
Sun Communities Inc
|
4,230 | $507,219 | |
| 3 | VMRK |
Vivmark Residential
|
3,383 | $229,807 | |
| 4 | CPT |
Camden Property Trust
This page
|
1,229 | $140,708 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
2,144 | $138,180 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
283 | $39,320 | |
| 7 | UDR |
UDR, Inc.
|
417 | $16,646 | |
| 8 | INVH |
Invitation Homes Inc.
|
428 | $12,929 |
All Filings in CPT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,708 | 1,229 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $115,922 | 1,187 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $147,287 | 1,338 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $152,375 | 1,427 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $163,625 | 1,452 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $180,759 | 1,478 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $142,265 | 1,226 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $147,000 | 1,190 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $136,933 | 1,255 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $111,487 | 1,133 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $117,857 | 1,187 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $85,973 | 909 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $102,228 | 939 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $124,340 | 1,186 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $62,876 | 562 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $79,673 | 667 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $59,843 | 445 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $43,876 | 264 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $536 | 3 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $442 | 3 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $398 | 3 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||