Position in CPT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$749,795
+$263,546 QoQ
Shares Held
6,549
+31.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#282
of 567 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $1,889,983 across 4 REIT - Residential names. CPT ranks #1 (39.7% of the industry book) .
All Filings in CPT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,795 | 6,549 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $486,249 | 4,979 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $761,093 | 6,914 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $789,104 | 7,390 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $853,063 | 7,570 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $895,358 | 7,321 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,119,669 | 9,649 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,250,864 | 10,126 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,102,556 | 10,105 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $894,160 | 9,087 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $808,915 | 8,147 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $828,426 | 8,759 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||