Position in CPT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$28,622
+$4,207 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#474
of 569 holders
Holding Since
Dec 2024
7 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, 2026IAG Wealth Partners, LLC holds $29,588 across 2 REIT - Residential names. CPT ranks #1 (96.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
This page
|
250 | $28,622 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
15 | $966 |
All Filings in CPT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,622 | 250 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $24,415 | 250 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $27,520 | 250 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $26,695 | 250 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,172 | 250 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $30,575 | 250 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $29,010 | 250 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||