Position in CPT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,037
+$740 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#516
of 574 holders
Holding Since
Sep 2023
11 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, 2026Cornerstone Planning Group LLC holds $59,944 across 14 REIT - Residential names. CPT ranks #7 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXRT |
NexPoint Residential Trust, Inc.
|
337 | $9,409 | |
| 2 | VMRK |
Vivmark Residential
|
129 | $8,762 | |
| 3 | 115 | $7,736 | |||
| 4 | INVH |
Invitation Homes Inc.
|
226 | $6,827 | |
| 5 | SUI |
Sun Communities Inc
|
56 | $6,714 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
21 | $6,123 | |
| 7 | CPT |
Camden Property Trust
This page
|
44 | $5,037 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
63 | $4,060 |
All Filings in CPT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,037 | 44 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,297 | 44 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,834 | 53 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,300 | 59 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,521 | 49 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,827 | 64 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $348 | 3 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $370 | 3 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $327 | 3 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $297 | 3 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $283 | 3 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||