Position in CPT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$34,804
+$1,340 QoQ
Shares Held
304
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#467
of 569 holders
Holding Since
Mar 2025
5 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, 2026Cape Investment Advisory, Inc. holds $112,787 across 6 REIT - Residential names. CPT ranks #2 (30.9% of the industry book) .
All Filings in CPT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,804 | 304 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $33,464 | 304 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,461 | 304 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $34,257 | 304 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $37,179 | 304 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||