Position in CPT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$17,059
+$2,508 QoQ
Shares Held
149
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#484
of 567 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $52,843 across 8 REIT - Residential names. CPT ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
|
620 | $18,631 | |
| 2 | CPT |
Camden Property Trust
This page
|
149 | $17,059 | |
| 3 | AMH |
American Homes 4 Rent
|
255 | $8,547 | |
| 4 | VMRK |
Vivmark Residential
|
34 | $2,309 | |
| 5 | SUI |
Sun Communities Inc
|
19 | $2,278 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
27 | $1,740 | |
| 7 | INVH |
Invitation Homes Inc.
|
57 | $1,721 | |
| 8 | UDR |
UDR, Inc.
|
14 | $558 |
All Filings in CPT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,059 | 149 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $14,551 | 149 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $16,401 | 149 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $15,910 | 149 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||