Position in CPT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$588,593
+$122,072 QoQ
Shares Held
5,141
+7.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#305
of 569 holders
Holding Since
Sep 2025
4 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, 2026Turtle Creek Wealth Advisors, LLC holds $588,593 across 1 REIT - Residential name. CPT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
This page
|
5,141 | $588,593 |
All Filings in CPT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,593 | 5,141 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $466,521 | 4,777 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $533,337 | 4,845 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $503,788 | 4,718 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||