Position in CPT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,815
-$3,001 QoQ
Shares Held
77
-36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#501
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, 2026IFP Advisors, Inc holds $937,195 across 20 REIT - Residential names. CPT ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
2,621 | $314,284 | |
| 2 | AMH |
American Homes 4 Rent
|
5,608 | $187,980 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
6,911 | $115,344 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,745 | $52,716 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
763 | $49,175 | |
| 6 | MRP |
Millrose Properties, Inc.
|
1,387 | $41,679 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
284 | $39,458 | |
| 8 | 525 | $35,473 |
All Filings in CPT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,815 | 77 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,816 | 121 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $16,732 | 152 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $33,422 | 313 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $36,286 | 322 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $27,028 | 221 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $19,958 | 172 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $20,258 | 164 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $5,128 | 47 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,624 | 47 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $5,957 | 60 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $9,079 | 96 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $7,076 | 65 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,814 | 65 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $71 | 806 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $422,016 | 3,533 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $473,638 | 3,522 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $59,665 | 359 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $12,507 | 70 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $11,060 | 75 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $9,950 | 75 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $8,243 | 75 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $7,494 | 75 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $6,673 | 75 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $6,841 | 75 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $41,125 | 519 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||