Position in CPT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,946
+$482 QoQ
Shares Held
17
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#533
of 569 holders
Holding Since
Jun 2023
12 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, 2026TFC Financial Management, Inc. holds $7,087 across 8 REIT - Residential names. CPT ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
8 | $2,332 | |
| 2 | CPT |
Camden Property Trust
This page
|
17 | $1,946 | |
| 3 | UDR |
UDR, Inc.
|
27 | $1,077 | |
| 4 | AVB |
Avalonbay Communities Inc
|
4 | $754 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
5 | $694 | |
| 6 | VMRK |
Vivmark Residential
|
2 | $135 | |
| 7 | SUI |
Sun Communities Inc
|
1 | $119 | |
| 8 | MRP |
Millrose Properties, Inc.
|
1 | $30 |
All Filings in CPT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,946 | 17 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,464 | 15 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,651 | 15 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,601 | 15 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,690 | 15 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,834 | 15 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,740 | 15 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,852 | 15 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,636 | 15 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,869 | 19 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,390 | 14 | Shares | Sole | 2024-01-25 | |
| 2023-06-30 | $544 | 5 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||