Position in CPT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,694
+$397 QoQ
Shares Held
41
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#511
of 567 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $251,903 across 9 REIT - Residential names. CPT ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
4,004 | $120,960 | |
| 2 | AVB |
Avalonbay Communities Inc
|
351 | $66,230 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
235 | $32,650 | |
| 4 | VMRK |
Vivmark Residential
|
334 | $22,688 | |
| 5 | CPT |
Camden Property Trust
This page
|
41 | $4,694 | |
| 6 | ELME |
Elme Communities
|
1,060 | $1,568 | |
| 7 | UDR |
UDR, Inc.
|
35 | $1,397 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
4 | $1,166 |
All Filings in CPT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,694 | 41 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,297 | 44 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,632 | 33 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,484 | 42 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,718 | 33 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $45,617 | 373 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $42,934 | 370 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $44,841 | 363 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $39,388 | 361 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $34,046 | 346 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $34,155 | 344 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $32,251 | 341 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $68,696 | 631 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $66,154 | 631 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $70,596 | 631 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $35,835 | 300 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $169,444 | 1,260 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $209,412 | 1,260 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $225,136 | 1,260 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $185,812 | 1,260 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $167,164 | 1,260 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $138,486 | 1,260 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||