Position in CPT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$401,187
+$221,427 QoQ
Shares Held
4,108
+151.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $54,885,065 across 18 REIT - Residential names. CPT ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
514,863 | $30,454,145 | |
| 2 | AVB |
Avalonbay Communities Inc
|
66,345 | $10,837,455 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
51,010 | $6,229,340 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
16,198 | $3,919,916 | |
| 5 | SUI |
Sun Communities Inc
|
14,521 | $1,829,065 | |
| 6 | CPT |
Camden Property Trust
This page
|
4,108 | $401,187 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
5,554 | $346,680 | |
| 8 | AMH |
American Homes 4 Rent
|
7,068 | $197,338 |
All Filings in CPT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $401,187 | 4,108 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $179,760 | 1,633 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $88,199 | 826 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $44,963 | 399 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,042 | 123 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $64,750 | 558 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $21,494 | 174 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,419 | 68 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $50,971 | 518 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $895 | 8 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||