Position in CPT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$487,154
+$167,025 QoQ
Shares Held
4,255
+29.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#330
of 569 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Arkadios Wealth Advisors holds $5,402,713 across 8 REIT - Residential names. CPT ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
9,311 | $1,116,481 | |
| 2 | BHM |
Bluerock Homes Trust, Inc.
|
121,770 | $1,095,930 | |
| 3 | VMRK |
Vivmark Residential
|
14,474 | $983,218 | |
| 4 | AVB |
Avalonbay Communities Inc
|
3,316 | $625,695 | |
| 5 | CPT |
Camden Property Trust
This page
|
4,255 | $487,154 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
27,050 | $451,463 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
3,103 | $431,130 | |
| 8 | MRP |
Millrose Properties, Inc.
|
7,043 | $211,642 |
All Filings in CPT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,154 | 4,255 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $320,129 | 3,278 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $362,052 | 3,289 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $358,780 | 3,360 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $368,495 | 3,270 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $313,821 | 2,566 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $251,806 | 2,170 | Shares | Sole | 2025-01-15 | |
| 2021-09-30 | $118,860 | 806 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $89,154 | 672 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $26,378 | 240 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $10,891 | 109 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $46,714 | 525 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $36,396 | 399 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $633 | 8 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||