Position in CPT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,257,914
+$1,755,110 QoQ
Shares Held
98,331
+1.1% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#98
of 569 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $89,480,427 across 17 REIT - Residential names. CPT ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
141,878 | $19,712,527 | |
| 2 | CPT |
Camden Property Trust
This page
|
98,331 | $11,257,914 | |
| 3 | AVB |
Avalonbay Communities Inc
|
56,193 | $10,603,056 | |
| 4 | INVH |
Invitation Homes Inc.
|
297,820 | $8,997,141 | |
| 5 | MRP |
Millrose Properties, Inc.
|
296,707 | $8,916,044 | |
| 6 | AMH |
American Homes 4 Rent
|
259,416 | $8,695,623 | |
| 7 | UDR |
UDR, Inc.
|
182,486 | $7,284,839 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
16,558 | $4,828,146 |
All Filings in CPT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,257,914 | 98,331 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $9,502,804 | 97,305 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $10,788,168 | 98,003 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,876,509 | 92,494 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,843,584 | 87,351 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,597,370 | 78,474 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $9,066,437 | 78,132 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $9,965,782 | 80,675 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,570,815 | 69,387 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,503,196 | 76,252 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,965,590 | 70,154 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $9,678,216 | 88,897 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,458,874 | 90,222 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,823,847 | 87,807 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $10,036,547 | 84,023 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,122,840 | 82,710 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $24,344,477 | 146,477 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $25,675,243 | 143,694 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,173,306 | 136,796 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $17,321,793 | 130,563 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $10,564,439 | 96,119 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||