Position in LPA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$819,711
+$49,080 QoQ
Shares Held
243,962
+4.5% QoQ
Ownership
0.770%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 33 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 1%
None 4%
Common Shares in LPA Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $7,061,617 across 5 Real Estate - Development names. LPA ranks #2 (11.6% of the industry book) .
All Filings in LPA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,711 | 243,962 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $770,631 | 233,525 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $636,963 | 233,320 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||