Position in CPT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,404
New position
Shares Held
21
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 118 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Allied Private Wealth LLC holds $13,547 across 7 REIT - Residential names. CPT ranks #3 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELS |
Equity Lifestyle Properties Inc
|
56 | $3,609 | |
| 2 | BRT |
BRT Apartments Corp.
|
193 | $2,966 | |
| 3 | CPT |
Camden Property Trust
This page
|
21 | $2,404 | |
| 4 | AMH |
American Homes 4 Rent
|
69 | $2,312 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
14 | $1,945 | |
| 6 | CLPR |
Clipper Realty Inc.
|
100 | $272 | |
| 7 | UDR |
UDR, Inc.
|
1 | $39 |
All Filings in CPT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,404 | 21 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||