Compound Planning, Inc.

Position in CPT — Camden Property Trust

CIK 1978879 NEW YORK, NY

Position in CPT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$527,339

+$242,662 QoQ

Shares Held

4,606

+58.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#315

of 569 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Compound Planning, Inc. holds $2,075,088 across 5 REIT - Residential names. CPT ranks #1 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPT	Camden Property Trust This page	4,606	$527,339
2	UDR	UDR, Inc.	13,153	$525,067
3	AVB	Avalonbay Communities Inc	2,255	$425,495
4	VMRK	Vivmark Residential	5,310	$360,708
5	ESS	Essex Property Trust, Inc.	811	$236,479

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,339	4,606	+58.0%	Shares	Sole	2026-08-04
2026-03-31	$284,677	2,915	+14.9%	Shares	Sole	2026-05-14
2025-12-31	$279,162	2,536	+12.7%	Shares	Sole	2026-02-19
2025-09-30	$240,255	2,250	-4.8%	Shares	Sole	2025-11-10
2025-06-30	$266,399	2,364	+2.9%	Shares	Sole	2025-08-14
2025-03-31	$280,923	2,297	-1.6%	Shares	Sole	2025-05-14
2024-12-31	$270,953	2,335	+7.7%	Shares	Sole	2025-01-17
2024-09-30	$267,936	2,169	+18.1%	Shares	Sole	2024-10-08
2024-06-30	$200,435	1,837	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.