Position in CPT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$400,600
+$61,916 QoQ
Shares Held
3,499
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#344
of 569 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $12,035,474 across 12 REIT - Residential names. CPT ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
52,311 | $2,088,255 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
117,383 | $1,959,122 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
4,711 | $1,373,680 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
21,216 | $1,367,371 | |
| 5 | VMRK |
Vivmark Residential
|
18,207 | $1,236,801 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
8,364 | $1,162,094 | |
| 7 | AVB |
Avalonbay Communities Inc
|
5,409 | $1,020,624 | |
| 8 | MRP |
Millrose Properties, Inc.
|
27,811 | $835,720 |
All Filings in CPT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,600 | 3,499 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $338,684 | 3,468 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $553,592 | 5,029 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $524,716 | 4,914 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,146,846 | 10,177 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,097,887 | 8,977 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $852,894 | 7,350 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $850,998 | 6,889 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $239,278 | 2,193 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $251,215 | 2,553 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $498,535 | 5,021 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $218,574 | 2,311 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $211,752 | 1,945 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $205,411 | 1,836 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $263,148 | 2,203 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $259,815 | 1,932 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,326,276 | 7,980 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,953,865 | 10,935 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,658,005 | 11,243 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,500,763 | 11,312 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,110,530 | 10,104 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $674,659 | 6,752 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $486,186 | 5,464 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $400,182 | 4,387 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $211,491 | 2,669 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||