Position in CPT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$298,818
+$30,449 QoQ
Shares Held
2,610
-5.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#368
of 569 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Ethic Inc. holds $13,413,517 across 11 REIT - Residential names. CPT ranks #10 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
45,450 | $3,070,552 | |
| 2 | VMRK |
Vivmark Residential
|
36,677 | $2,491,468 | |
| 3 | INVH |
Invitation Homes Inc.
|
51,805 | $1,565,029 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
5,072 | $1,478,944 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
8,120 | $1,128,192 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
14,837 | $956,244 | |
| 7 | AMH |
American Homes 4 Rent
|
25,504 | $854,894 | |
| 8 | SUI |
Sun Communities Inc
|
6,982 | $837,211 |
All Filings in CPT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,818 | 2,610 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $268,369 | 2,748 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $516,275 | 4,690 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $240,041 | 2,248 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $603,454 | 5,355 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $437,467 | 3,577 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $394,884 | 3,403 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $320,436 | 2,594 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $322,747 | 2,958 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $255,249 | 2,594 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $467,358 | 4,707 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $363,256 | 2,033 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||