Position in CPT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,049,186
+$313,904 QoQ
Shares Held
9,164
+21.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#253
of 567 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Naviter Wealth, LLC holds $13,929,782 across 10 REIT - Residential names. CPT ranks #7 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
13,705 | $2,585,996 | |
| 2 | VMRK |
Vivmark Residential
|
34,367 | $2,334,550 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
6,183 | $1,802,900 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
11,890 | $1,651,996 | |
| 5 | INVH |
Invitation Homes Inc.
|
47,691 | $1,440,745 | |
| 6 | SUI |
Sun Communities Inc
|
10,858 | $1,301,982 | |
| 7 | CPT |
Camden Property Trust
This page
|
9,164 | $1,049,186 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
13,251 | $854,026 |
All Filings in CPT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,049,186 | 9,164 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $735,282 | 7,529 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $669,396 | 6,081 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $787,502 | 7,375 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $802,916 | 7,125 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $750,065 | 6,133 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $680,922 | 5,868 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $263,242 | 2,131 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $345,114 | 3,163 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $311,337 | 3,164 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $804,844 | 8,106 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $691,285 | 7,309 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $666,611 | 6,123 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $559,006 | 5,332 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $519,570 | 4,644 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $537,644 | 4,501 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $603,142 | 4,485 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $777,317 | 4,677 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $793,517 | 4,441 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||