Position in CPT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$84,493
+$12,420 QoQ
Shares Held
738
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#439
of 569 holders
Holding Since
Mar 2025
5 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, 2026Avalon Trust Co holds $938,728 across 3 REIT - Residential names. CPT ranks #2 (9.0% of the industry book) .
All Filings in CPT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,493 | 738 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $72,073 | 738 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $81,239 | 738 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $88,200 | 826 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $101,019 | 826 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||