Position in CPT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,144
+$168 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#539
of 567 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Clark Wealth Partners holds $7,644 across 6 REIT - Residential names. CPT ranks #5 (15.0% of the industry book) .
All Filings in CPT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,144 | 10 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $976 | 10 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $550 | 5 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $533 | 5 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $563 | 5 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $733 | 6 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $696 | 6 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||