Position in CPT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,144
+$168 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#544
of 569 holders
Holding Since
Dec 2022
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, 2026Beaird Harris Wealth Management, LLC holds $4,330 across 3 REIT - Residential names. CPT ranks #2 (26.4% of the industry book) .
All Filings in CPT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,144 | 10 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $976 | 10 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,100 | 10 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $961 | 9 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,014 | 9 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $118,753 | 971 | Shares | Sole | 2025-05-15 | |
| 2022-12-31 | $3,244 | 29 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||