Position in CPT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,008,904
-$545,907 QoQ
Shares Held
30,810
-4.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 73.1418370658877.ToString("F0")%
Shared 8.114248620577733.ToString("F0")%
None 18.743914313534564.ToString("F0")%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $97,090,027 across 14 REIT - Residential names. CPT ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
991,907 | $58,671,295 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
99,748 | $12,181,223 | |
| 3 | AVB |
Avalonbay Communities Inc
|
48,091 | $7,855,663 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20,199 | $4,888,158 | |
| 5 | CPT |
Camden Property Trust
This page
|
30,810 | $3,008,904 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
44,783 | $2,795,353 | |
| 7 | BRT |
BRT Apartments Corp.
|
166,190 | $2,216,974 | |
| 8 | NXRT |
NexPoint Residential Trust, Inc.
|
47,060 | $1,176,500 |
All Filings in CPT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||