Position in CPT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$238,253
-$45,351 QoQ
Shares Held
2,081
-28.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#397
of 569 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $52,537,603 across 7 REIT - Residential names. CPT ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
170,878 | $49,826,315 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,956 | $966,466 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
8,578 | $552,851 | |
| 4 | AVB |
Avalonbay Communities Inc
|
6,591 | $445,308 | |
| 5 | AMH |
American Homes 4 Rent
|
9,120 | $305,701 | |
| 6 | CPT |
Camden Property Trust
This page
|
2,081 | $238,253 | |
| 7 | INVH |
Invitation Homes Inc.
|
6,710 | $202,709 |
All Filings in CPT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,253 | 2,081 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $283,604 | 2,904 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $306,022 | 2,780 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $277,841 | 2,602 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $313,841 | 2,785 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $322,994 | 2,641 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $226,741 | 1,954 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $252,371 | 2,043 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $204,035 | 1,870 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $206,540 | 2,099 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $215,757 | 2,173 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $205,049 | 2,168 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $226,667 | 2,082 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $227,502 | 2,170 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,887,415 | 16,870 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,021,213 | 16,921 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,280,377 | 16,957 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,789,002 | 16,781 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,975,915 | 16,655 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $2,045,108 | 15,415 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,557,424 | 14,170 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,394,683 | 13,958 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,227,479 | 13,795 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,258,379 | 13,795 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,135,113 | 14,325 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||