Position in CPT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,862
+$421 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#521
of 569 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Colonial Trust Co / SC holds $67,731 across 6 REIT - Residential names. CPT ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
2,620 | $43,727 | |
| 2 | AVB |
Avalonbay Communities Inc
|
55 | $10,377 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
47 | $6,530 | |
| 4 | SUI |
Sun Communities Inc
|
24 | $2,877 | |
| 5 | CPT |
Camden Property Trust
This page
|
25 | $2,862 | |
| 6 | VMRK |
Vivmark Residential
|
20 | $1,358 |
All Filings in CPT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,862 | 25 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,441 | 25 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,972 | 27 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,669 | 25 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,282 | 38 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,669 | 30 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,481 | 30 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,458 | 28 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,491 | 32 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,148 | 32 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||