Position in CPT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$165,209
+$79,366 QoQ
Shares Held
1,443
+64.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#425
of 567 holders
Holding Since
Mar 2020
14 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, 2026CX Institutional holds $1,385,550 across 11 REIT - Residential names. CPT ranks #5 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
9,191 | $277,660 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
696 | $202,946 | |
| 3 | VMRK |
Vivmark Residential
|
2,939 | $199,646 | |
| 4 | AVB |
Avalonbay Communities Inc
|
992 | $187,180 | |
| 5 | CPT |
Camden Property Trust
This page
|
1,443 | $165,209 | |
| 6 | UDR |
UDR, Inc.
|
3,978 | $158,801 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
1,030 | $143,108 | |
| 8 | MRP |
Millrose Properties, Inc.
|
960 | $28,848 |
All Filings in CPT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,209 | 1,443 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $85,843 | 879 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $163,468 | 1,485 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $121,195 | 1,135 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $117,310 | 1,041 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $128,048 | 1,047 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $20,978 | 156 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $22,710 | 154 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $20,431 | 154 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $16,926 | 154 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $15,387 | 154 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $14,859 | 167 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $14,960 | 164 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $12,202 | 154 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||