Position in CPT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,144
+$168 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#541
of 569 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $25,891 across 12 REIT - Residential names. CPT ranks #9 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
98 | $6,604 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
11 | $3,207 | |
| 3 | INVH |
Invitation Homes Inc.
|
97 | $2,930 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
17 | $2,361 | |
| 5 | VMRK |
Vivmark Residential
|
32 | $2,173 | |
| 6 | UDR |
UDR, Inc.
|
50 | $1,996 | |
| 7 | SUI |
Sun Communities Inc
|
16 | $1,918 | |
| 8 | AMH |
American Homes 4 Rent
|
44 | $1,474 |
All Filings in CPT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,144 | 10 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $976 | 10 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,100 | 10 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,067 | 10 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $1,126 | 10 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $1,223 | 10 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,160 | 10 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,235 | 10 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,091 | 10 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $984 | 10 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $992 | 10 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $945 | 10 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $1,088 | 10 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,048 | 10 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,118 | 10 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,194 | 10 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,344 | 10 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,662 | 10 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $2,322 | 13 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $1,474 | 10 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,326 | 10 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $1,099 | 10 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $999 | 10 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $889 | 10 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $912 | 10 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $871 | 11 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||