Position in CPT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,030
+$640 QoQ
Shares Held
9
+125.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#548
of 569 holders
Holding Since
Jun 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, 2026Hughes Financial Services, LLC holds $42,717 across 12 REIT - Residential names. CPT ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
106 | $20,001 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
35 | $4,862 | |
| 3 | SUI |
Sun Communities Inc
|
33 | $3,957 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
12 | $3,499 | |
| 5 | INVH |
Invitation Homes Inc.
|
104 | $3,141 | |
| 6 | VMRK |
Vivmark Residential
|
39 | $2,649 | |
| 7 | UDR |
UDR, Inc.
|
40 | $1,596 | |
| 8 | AMH |
American Homes 4 Rent
|
31 | $1,039 |
All Filings in CPT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030 | 9 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $390 | 4 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $220 | 2 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $563 | 5 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||