Position in CPT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$207,684
New position
Shares Held
1,814
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#409
of 569 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CM WEALTH ADVISORS LLC holds $207,684 across 1 REIT - Residential name. CPT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
This page
|
1,814 | $207,684 |
All Filings in CPT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,684 | 1,814 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||