Position in CPT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$432,829
-$83,666 QoQ
Shares Held
4,432
-5.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $2,278,173 across 20 REIT - Residential names. CPT ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
5,207 | $635,878 | |
| 2 | CPT |
Camden Property Trust
This page
|
4,432 | $432,829 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
23,236 | $345,984 | |
| 4 | INVH |
Invitation Homes Inc.
|
9,857 | $244,946 | |
| 5 | AMH |
American Homes 4 Rent
|
6,897 | $192,564 | |
| 6 | EQR |
Equity Residential
|
2,718 | $160,769 | |
| 7 | UDR |
UDR, Inc.
|
2,575 | $86,983 | |
| 8 | MRP |
Millrose Properties, Inc.
|
2,813 | $78,764 |
All Filings in CPT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $432,829 | 4,432 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $516,495 | 4,692 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $661,181 | 6,192 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $725,723 | 6,440 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $925,811 | 7,570 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $881,207 | 7,594 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $937,345 | 7,588 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $839,928 | 7,698 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $754,334 | 7,666 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $923,496 | 9,301 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||