Berger Financial Group’s Camden Property Trust CPT Stock Holding History

Berger Financial Group’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
2024 Q1	–	Sell	-39,166	Closed	-$3.89M	–	364
2023 Q4	$3.89M	Buy	39,166 +14	+0%	+$1.3K	0.4%	74
2023 Q3	$3.7M	Buy	39,152 +724	+2%	+$77K	0.43%	72
2023 Q2	$4.18M	Sell	38,428 -794	-2%	-$85.6K	0.47%	67
2023 Q1	$4.11M	Buy	+39,222	New	+$4.47M	0.49%	69

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

CIM

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

Berger Financial Group's CPT Position: Q1 2024 in Review

Berger Financial Group sold out of Camden Property Trust (CPT) in Q1 2024, closing a stake of 39,166 shares — an estimated $3.89M sold.

Berger Financial Group first reported a position in CPT in Q1 2023 and held it in 4 quarters. The position peaked at $4.18M in Q2 2023. 512 funds tracked by Wall St. Rank hold CPT as of Q1 2024.

Berger Financial Group reported no remaining Camden Property Trust position as of Q1 2024 after selling out during the quarter.
Berger Financial Group sold 39,166 Camden Property Trust shares in Q1 2024, an estimated $3.89M.
Berger Financial Group first reported a position in Camden Property Trust in Q1 2023 and held it in 4 quarters.
Berger Financial Group's Camden Property Trust position peaked at $4.18M in Q2 2023.
512 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2024.

Based on Berger Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.