Position in CPT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$114
+$17 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#566
of 569 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $170,444 across 11 REIT - Residential names. CPT ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
781 | $53,053 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
280 | $38,903 | |
| 3 | SUI |
Sun Communities Inc
|
281 | $33,694 | |
| 4 | AVB |
Avalonbay Communities Inc
|
125 | $23,586 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
25 | $7,289 | |
| 6 | INVH |
Invitation Homes Inc.
|
206 | $6,223 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
56 | $3,609 | |
| 8 | MRP |
Millrose Properties, Inc.
|
81 | $2,434 |
All Filings in CPT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114 | 1 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $97 | 1 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $110 | 1 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||