Position in CPT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$420,979
+$26,433 QoQ
Shares Held
3,677
-9.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#341
of 569 holders
Holding Since
Dec 2024
7 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, 2026CHOREO, LLC holds $2,228,006 across 5 REIT - Residential names. CPT ranks #3 (18.9% of the industry book) .
All Filings in CPT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,979 | 3,677 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $394,546 | 4,040 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $457,382 | 4,155 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $364,974 | 3,418 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $362,749 | 3,219 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $264,657 | 2,164 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $204,230 | 1,760 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||