B. Riley Wealth Advisors’s Camden Property Trust CPT Stock Holding History

B. Riley Wealth Advisors’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
2023 Q3	–	Sell	-1,851	Closed	-$202K	–	1534
2023 Q2	$202K	Buy	+1,851	New	+$199K	﹤0.01%	1352
2015 Q1	–	Sell	-902	Closed	-$67	–	838
2014 Q4	$67	Buy	+902	New	+$66.8K	﹤0.01%	1939
2014 Q3	–	Sell	-1,041	Closed	-$74.1K	–	880
2014 Q2	$74.1K	Buy	+1,041	New	+$72.4K	0.02%	859

Other funds holding CPT

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

B. Riley Wealth Advisors's CPT Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Camden Property Trust (CPT) in Q3 2023, closing a stake of 1,851 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in CPT in Q2 2014 and held it in 3 quarters. The position peaked at $202K in Q2 2023. 494 funds tracked by Wall St. Rank hold CPT as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Camden Property Trust position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,851 Camden Property Trust shares in Q3 2023, an estimated $202K.
B. Riley Wealth Advisors first reported a position in Camden Property Trust in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's Camden Property Trust position peaked at $202K in Q2 2023.
494 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.