Position in CPT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,456
+$2,272 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#489
of 569 holders
Holding Since
Dec 2025
3 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, 2026Greykasell Wealth Strategies, Inc. holds $31,889 across 3 REIT - Residential names. CPT ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
This page
|
135 | $15,456 | |
| 2 | 218 | $14,717 | |||
| 3 | UDR |
UDR, Inc.
|
43 | $1,716 |
All Filings in CPT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,456 | 135 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $13,184 | 135 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,860 | 135 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||