Position in CPT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$572
+$84 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#560
of 569 holders
Holding Since
Jun 2023
9 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, 2026Avion Wealth holds $94,207 across 13 REIT - Residential names. CPT ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
527 | $35,799 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
129 | $17,923 | |
| 3 | MRP |
Millrose Properties, Inc.
|
500 | $15,025 | |
| 4 | AVB |
Avalonbay Communities Inc
|
126 | $8,491 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
16 | $4,665 | |
| 6 | INVH |
Invitation Homes Inc.
|
128 | $3,866 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
56 | $3,609 | |
| 8 | AMH |
American Homes 4 Rent
|
33 | $1,106 |
All Filings in CPT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572 | 5 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $488 | 5 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,100 | 10 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,067 | 10 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $563 | 5 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $611 | 5 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $617 | 5 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $545 | 5 | Shares | Sole | 2024-07-26 | |
| 2023-06-30 | $1,088 | 10 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||