Position in CPT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$356,063
+$50,388 QoQ
Shares Held
3,110
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#353
of 567 holders
Holding Since
Jun 2022
17 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, 2026NewEdge Wealth, LLC holds $4,633,023 across 8 REIT - Residential names. CPT ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
7,623 | $1,438,383 | |
| 2 | SUI |
Sun Communities Inc
|
6,014 | $721,138 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
4,950 | $687,753 | |
| 4 | VMRK |
Vivmark Residential
|
9,398 | $638,406 | |
| 5 | CPT |
Camden Property Trust
This page
|
3,110 | $356,063 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
17,825 | $297,499 | |
| 7 | MRP |
Millrose Properties, Inc.
|
8,730 | $262,336 | |
| 8 | UMH |
Umh Properties, Inc.
|
15,287 | $231,445 |
All Filings in CPT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,063 | 3,110 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $305,675 | 3,130 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $550,289 | 4,999 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $460,755 | 4,315 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $494,371 | 4,387 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $562,457 | 4,599 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $285,226 | 2,458 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $307,219 | 2,487 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $256,626 | 2,352 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $236,258 | 2,401 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $246,239 | 2,480 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $233,990 | 2,474 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $274,570 | 2,522 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $267,132 | 2,548 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $278,245 | 2,487 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $297,072 | 2,487 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $332,838 | 2,475 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||