Position in CPT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$207,112
-$134,025 QoQ
Shares Held
1,809
-41.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#412
of 569 holders
Holding Since
Dec 2025
2 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, 2026Pasadena Private Wealth, LLC holds $1,017,167 across 3 REIT - Residential names. CPT ranks #3 (20.4% of the industry book) .
All Filings in CPT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,112 | 1,809 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $341,137 | 3,099 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||