Position in CPT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$572
+$84 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#558
of 569 holders
Holding Since
Dec 2022
15 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, 2026NewEdge Advisors, LLC holds $12,820,667 across 14 REIT - Residential names. CPT ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELS |
Equity Lifestyle Properties Inc
|
62,594 | $4,034,183 | |
| 2 | MRP |
Millrose Properties, Inc.
|
79,666 | $2,393,963 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
12,817 | $1,780,793 | |
| 4 | AVB |
Avalonbay Communities Inc
|
5,867 | $1,107,044 | |
| 5 | CSR |
Centerspace
|
16,203 | $910,446 | |
| 6 | SUI |
Sun Communities Inc
|
7,263 | $870,906 | |
| 7 | VMRK |
Vivmark Residential
|
6,144 | $417,361 | |
| 8 | AMH |
American Homes 4 Rent
|
10,111 | $338,920 |
All Filings in CPT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572 | 5 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $488 | 5 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $550 | 5 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $533 | 5 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,253 | 20 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,446 | 20 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,621 | 126 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $354,284 | 2,868 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,366 | 150 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $15,547 | 158 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,595 | 147 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,822 | 125 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,491 | 326 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,484 | 224 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,479 | 237 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||