Position in CPT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,424,582
-$1,196,751 QoQ
Shares Held
466,631
-16.6% QoQ
Ownership
0.464%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#36
of 569 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $1,321,297,923 across 11 REIT - Residential names. CPT ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
5,390,114 | $646,328,568 | |
| 2 | UDR |
UDR, Inc.
|
5,453,681 | $217,710,942 | |
| 3 | AVB |
Avalonbay Communities Inc
|
883,856 | $166,774,788 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
330,332 | $96,321,506 | |
| 5 | INVH |
Invitation Homes Inc.
|
2,218,739 | $67,028,104 | |
| 6 | CPT |
Camden Property Trust
This page
|
466,631 | $53,424,582 | |
| 7 | AMH |
American Homes 4 Rent
|
928,333 | $31,117,721 | |
| 8 | CSR |
Centerspace
|
476,122 | $26,753,293 |
All Filings in CPT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,424,582 | 466,631 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $54,621,333 | 559,301 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $90,847,591 | 825,287 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $196,709,792 | 1,842,197 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $213,263,569 | 1,892,480 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $277,752,714 | 2,271,077 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $241,240,658 | 2,078,944 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $243,952,229 | 1,974,842 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $115,303,520 | 1,056,764 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $783,952 | 7,967 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $742,390 | 7,477 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $703,675 | 7,440 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $436,132 | 4,006 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $14,146,329 | 126,442 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,264,297 | 161,275 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $82,527,954 | 613,682 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $134,568,316 | 809,677 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $128,338,516 | 718,259 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $105,548,405 | 715,728 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $242,234,986 | 1,825,846 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $216,224,623 | 1,967,288 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $198,987,380 | 1,991,467 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $157,694,180 | 1,772,243 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $131,640,400 | 1,443,109 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $21,215,557 | 267,738 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||