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Briaud Financial Planning’s Camden Property Trust CPT Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-168
Closed -$18K – 84
2025
Q2 		$18K Buy
+168
New +$19.4K 0.01% 186

Other funds holding CPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Briaud Financial Planning's CPT Position: Q3 2025 in Review

Briaud Financial Planning sold out of Camden Property Trust (CPT) in Q3 2025, closing a stake of 168 shares — an estimated $18K sold.

Briaud Financial Planning first reported a position in CPT in Q2 2025 and held it in 1 quarter. The position peaked at $18K in Q2 2025. 583 funds tracked by Wall St. Rank hold CPT as of Q3 2025.

  • Briaud Financial Planning reported no remaining Camden Property Trust position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 168 Camden Property Trust shares in Q3 2025, an estimated $18K.
  • Briaud Financial Planning first reported a position in Camden Property Trust in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Camden Property Trust position peaked at $18K in Q2 2025.
  • 583 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.