Avantax Advisory Services’s Camden Property Trust CPT Stock Holding History

Avantax Advisory Services’s Portfolio CPT Stock Details CPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$455K	Sell	4,039 -80	-2%	-$9.23K	﹤0.01%	1637
2025 Q1	$504K	Sell	4,119 -446	-10%	-$52.4K	﹤0.01%	1493
2024 Q4	$530K	Sell	4,565 -289	-6%	-$34.6K	﹤0.01%	1401
2024 Q3	$600K	Sell	4,854 -541	-10%	-$64K	﹤0.01%	1296
2024 Q2	$589K	Buy	5,395 +2,353	+77%	+$243K	﹤0.01%	1267
2024 Q1	$299K	Sell	3,042 -382	-11%	-$37K	﹤0.01%	1292
2023 Q4	$340K	Buy	3,424 +301	+10%	+$27.9K	﹤0.01%	1173
2023 Q3	$295K	Buy	3,123 +229	+8%	+$24.3K	﹤0.01%	1208
2023 Q2	$315K	Buy	2,894 +388	+15%	+$41.8K	﹤0.01%	1161
2023 Q1	$263K	Buy	2,506 +49	+2%	+$5.59K	﹤0.01%	1229
2022 Q4	$275K	Sell	2,457 -15	-0.6%	-$1.72K	﹤0.01%	1150
2022 Q3	$295K	Buy	2,472 +667	+37%	+$89K	﹤0.01%	1021
2022 Q2	$243K	Hold	1,805	–	–	﹤0.01%	1112
2022 Q1	$301K	Buy	1,805 +100	+6%	+$16.5K	﹤0.01%	998
2021 Q4	$305K	Buy	1,705 +71	+4%	+$11.7K	﹤0.01%	968
2021 Q3	$240K	Buy	1,634 +70	+4%	+$10.3K	﹤0.01%	1018
2021 Q2	$209K	Buy	+1,564	New	+$194K	﹤0.01%	1062

Other funds holding CPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Advisory Services's CPT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Camden Property Trust (CPT) stake by 1.9% in Q2 2025, selling an estimated $9.23K and leaving 4,039 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Avantax Advisory Services first reported a position in CPT in Q2 2021 and has held it in 17 quarters since. The position peaked at $600K in Q3 2024. 611 funds tracked by Wall St. Rank hold CPT as of Q2 2025.

Avantax Advisory Services held 4,039 shares of Camden Property Trust worth $455K as of Q2 2025.
Avantax Advisory Services sold 80 Camden Property Trust shares in Q2 2025, an estimated $9.23K.
Camden Property Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1637 holding.
Avantax Advisory Services first reported a position in Camden Property Trust in Q2 2021 and has held it in 17 quarters since.
Avantax Advisory Services's Camden Property Trust position peaked at $600K in Q3 2024.
611 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.