Position in CPT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,682,110
+$673,206 QoQ
Shares Held
32,161
+4.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 569 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 8%
None 18%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $105,533,329 across 14 REIT - Residential names. CPT ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
988,616 | $67,156,682 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
69,925 | $9,715,377 | |
| 3 | AVB |
Avalonbay Communities Inc
|
117,644 | $7,947,811 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20,382 | $5,943,186 | |
| 5 | CPT |
Camden Property Trust
This page
|
32,161 | $3,682,110 | |
| 6 | BRT |
BRT Apartments Corp.
|
168,784 | $2,594,210 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
32,482 | $2,093,463 | |
| 8 | MRP |
Millrose Properties, Inc.
|
53,857 | $1,618,401 |
All Filings in CPT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,682,110 | 32,161 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,008,904 | 30,810 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,554,811 | 32,293 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,358,336 | 31,451 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,814,666 | 33,851 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,418,085 | 36,125 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,499,796 | 38,778 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,915,256 | 39,790 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,351,304 | 39,880 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,900,967 | 39,644 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,272,894 | 32,963 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,289,679 | 34,782 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,633,861 | 33,378 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,381,193 | 32,251 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,553,083 | 31,758 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,274,480 | 27,413 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,178,971 | 23,639 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,756,285 | 22,601 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,065,683 | 22,754 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,257,905 | 22,092 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,864,609 | 21,592 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,462,532 | 22,405 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,278,574 | 22,804 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,089,871 | 23,487 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,217,009 | 24,304 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,279,416 | 28,766 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||