Avior Wealth Management’s Camden Property Trust CPT Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-7	Closed	-$812	–	1073
2024 Q4	$812	Buy	7 +2	+40%	+$239	﹤0.01%	2221
2024 Q3	$617	Buy	5 +4	+400%	+$473	﹤0.01%	2144
2024 Q2	$109	Sell	1 -89	-99%	-$9.19K	﹤0.01%	2209
2024 Q1	$8.86K	Buy	+90	New	+$8.71K	﹤0.01%	1910
2019 Q1	–	Sell	-2,131	Closed	-$187K	–	657
2018 Q4	$187K	Hold	2,131	–	–	0.05%	325
2018 Q3	$199K	Buy	2,131 +225	+12%	+$20.9K	0.04%	341
2018 Q2	$174K	Buy	1,906 +425	+29%	+$37K	0.04%	356
2018 Q1	$125K	Buy	1,481 +69	+5%	+$5.76K	0.03%	415
2017 Q4	$130K	Buy	+1,412	New	+$131K	0.03%	416

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avior Wealth Management's CPT Position: Q1 2025 in Review

Avior Wealth Management sold out of Camden Property Trust (CPT) in Q1 2025, closing a stake of 7 shares — an estimated $812 sold.

Avior Wealth Management first reported a position in CPT in Q4 2017 and held it in 9 quarters. The position peaked at $199K in Q3 2018. 621 funds tracked by Wall St. Rank hold CPT as of Q1 2025.

Avior Wealth Management reported no remaining Camden Property Trust position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 7 Camden Property Trust shares in Q1 2025, an estimated $812.
Avior Wealth Management first reported a position in Camden Property Trust in Q4 2017 and held it in 9 quarters.
Avior Wealth Management's Camden Property Trust position peaked at $199K in Q3 2018.
621 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.