Position in CPT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,953
+$875 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#508
of 567 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $978,629 across 12 REIT - Residential names. CPT ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
2,246 | $654,911 | |
| 2 | UDR |
UDR, Inc.
|
2,502 | $99,879 | |
| 3 | MRP |
Millrose Properties, Inc.
|
3,123 | $93,846 | |
| 4 | UMH |
Umh Properties, Inc.
|
6,196 | $93,807 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
1,053 | $17,574 | |
| 6 | CPT |
Camden Property Trust
This page
|
52 | $5,953 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
62 | $3,995 | |
| 8 | INVH |
Invitation Homes Inc.
|
126 | $3,806 |
All Filings in CPT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,953 | 52 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,078 | 52 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,724 | 52 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,552 | 52 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,859 | 52 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,359 | 52 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,784 | 24 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,964 | 24 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,618 | 24 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,361 | 24 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,382 | 24 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||