Position in CPT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,717
+$741 QoQ
Shares Held
15
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#537
of 569 holders
Holding Since
Dec 2024
6 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, 2026Physician Wealth Advisors, Inc. holds $79,975 across 14 REIT - Residential names. CPT ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
116 | $21,888 | |
| 2 | VMRK |
Vivmark Residential
|
225 | $15,284 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
100 | $13,894 | |
| 4 | INVH |
Invitation Homes Inc.
|
219 | $6,615 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
22 | $6,414 | |
| 6 | UDR |
UDR, Inc.
|
99 | $3,952 | |
| 7 | AMH |
American Homes 4 Rent
|
92 | $3,083 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
32 | $2,062 |
All Filings in CPT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,717 | 15 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $976 | 10 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,192 | 29 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $961 | 9 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,712 | 14 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $696 | 6 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||