Position in CPT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,044,034
+$116,655 QoQ
Shares Held
9,119
-4.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#256
of 569 holders
Holding Since
Dec 2021
18 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, 2026Cetera Investment Advisers holds $48,354,392 across 15 REIT - Residential names. CPT ranks #12 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
91,432 | $12,703,562 | |
| 2 | MRP |
Millrose Properties, Inc.
|
294,023 | $8,835,391 | |
| 3 | AVB |
Avalonbay Communities Inc
|
32,944 | $6,216,203 | |
| 4 | VMRK |
Vivmark Residential
|
62,162 | $4,222,664 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
230,864 | $3,853,120 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
10,362 | $3,021,455 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
27,561 | $1,776,306 | |
| 8 | AMH |
American Homes 4 Rent
|
51,458 | $1,724,872 |
All Filings in CPT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,034 | 9,119 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $927,379 | 9,496 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,034,972 | 9,402 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $887,875 | 8,315 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $740,936 | 6,575 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $820,143 | 6,706 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $904,647 | 7,796 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,000,593 | 8,100 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $908,449 | 8,326 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $735,638 | 7,476 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $237,402 | 2,391 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $291,495 | 3,082 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $329,222 | 3,024 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $325,737 | 3,107 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $343,807 | 3,073 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $254,705 | 1,894 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $279,216 | 1,680 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $256,227 | 1,434 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||