Position in CPT
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$10,689,082
+$1,408,568 QoQ
Shares Held
109,452
+29.8% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $22,622,907 across 4 REIT - Residential names. CPT ranks #2 (47.2% of the industry book) .
All Filings in CPT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,689,082 | 109,452 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $9,280,514 | 84,307 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,223,234 | 77,011 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,855,394 | 69,708 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,635,555 | 62,433 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,436,009 | 46,846 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,762,921 | 46,652 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,871,325 | 44,646 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $3,024,225 | 30,734 | Shares | Sole | 2024-05-10 | |
| 2023-06-30 | $229,062 | 2,104 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $220,373 | 2,102 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $197,803 | 1,768 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $211,187 | 1,768 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $237,760 | 1,768 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $293,841 | 1,768 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $583,926 | 3,268 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $481,931 | 3,268 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||