Position in CPT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,119
+$2,810 QoQ
Shares Held
167
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#485
of 569 holders
Holding Since
Dec 2022
15 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, 2026Trifecta Capital Advisors, LLC holds $109,511 across 2 REIT - Residential names. CPT ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
310 | $90,392 | |
| 2 | CPT |
Camden Property Trust
This page
|
167 | $19,119 |
All Filings in CPT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,119 | 167 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $16,309 | 167 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $18,383 | 167 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $17,832 | 167 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $18,819 | 167 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $20,424 | 167 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $19,378 | 167 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $20,629 | 167 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $21,822 | 200 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $19,680 | 200 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $19,858 | 200 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $18,916 | 200 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $21,774 | 200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,968 | 200 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $22,376 | 200 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||