Position in CPT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$18,890
New position
Shares Held
165
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#486
of 569 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, 2026Planning Strategies Inc. holds $79,680 across 10 REIT - Residential names. CPT ranks #3 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
287 | $19,495 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
136 | $18,895 | |
| 3 | CPT |
Camden Property Trust
This page
|
165 | $18,890 | |
| 4 | AVB |
Avalonbay Communities Inc
|
91 | $17,170 | |
| 5 | AMH |
American Homes 4 Rent
|
42 | $1,407 | |
| 6 | UDR |
UDR, Inc.
|
31 | $1,237 | |
| 7 | INVH |
Invitation Homes Inc.
|
38 | $1,147 | |
| 8 | SUI |
Sun Communities Inc
|
5 | $599 |
All Filings in CPT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,890 | 165 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||