Position in CPT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$147,842,992
+$52,115,982 QoQ
Shares Held
1,291,318
+31.7% QoQ
Ownership
1.28%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 569 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 47%
Shared 46%
None 7%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $2,867,145,906 across 21 REIT - Residential names. CPT ranks #9 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,577,744 | $863,774,507 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,310,321 | $320,995,992 | |
| 3 | UDR |
UDR, Inc.
|
6,230,612 | $248,726,023 | |
| 4 | INVH |
Invitation Homes Inc.
|
8,014,729 | $242,124,954 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
830,044 | $242,032,523 | |
| 6 | VMRK |
Vivmark Residential
|
3,133,026 | $212,826,450 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
3,035,606 | $195,644,802 | |
| 8 | AMH |
American Homes 4 Rent
|
5,497,012 | $184,259,837 |
All Filings in CPT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,842,992 | 1,291,318 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $95,727,010 | 980,207 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $124,683,980 | 1,132,667 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $184,592,822 | 1,728,721 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $210,689,499 | 1,869,638 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $227,941,756 | 1,863,792 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $184,483,402 | 1,589,826 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $217,681,472 | 1,762,175 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $222,424,656 | 2,038,536 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $272,749,937 | 2,771,849 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $311,797,502 | 3,140,271 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $382,574,959 | 4,044,988 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $311,043,107 | 2,857,014 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $214,660,312 | 2,047,504 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $254,518,826 | 2,274,934 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $369,396,968 | 3,092,482 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $595,754,999 | 4,430,064 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $609,476,169 | 3,667,125 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $641,003,952 | 3,587,441 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $509,281,298 | 3,453,457 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $481,402,775 | 3,628,573 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $372,143,055 | 3,385,889 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $436,251,215 | 4,366,005 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $380,414,230 | 4,275,278 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $110,535,281 | 1,211,744 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $74,779,100 | 943,704 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||