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Bogart Wealth LLC’s Camden Property Trust CPT Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$572 Buy
+5
New +$533 ﹤0.01% 1753
2026
Q1 		– Sell
-5
Closed -$550 – 1845
2025
Q4 		$550 Buy
+5
New +$520 ﹤0.01% 1440
2025
Q2 		– Sell
-4
Closed -$489 – 1466
2025
Q1 		$489 Buy
+4
New +$470 ﹤0.01% 1284

Other funds holding CPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bogart Wealth LLC's CPT Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Camden Property Trust (CPT) in Q2 2026: 5 shares worth $572. The stake represents ﹤0.01% of the portfolio and ranks #1753 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in CPT as recently as Q4 2025.

Bogart Wealth LLC first reported a position in CPT in Q1 2025 and has held it in 3 quarters since. 575 funds tracked by Wall St. Rank hold CPT as of Q2 2026.

  • Bogart Wealth LLC held 5 shares of Camden Property Trust worth $572 as of Q2 2026.
  • Camden Property Trust was a new Bogart Wealth LLC position in Q2 2026.
  • Camden Property Trust made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1753 holding.
  • Bogart Wealth LLC first reported a position in Camden Property Trust in Q1 2025 and has held it in 3 quarters since.
  • 575 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.