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Cape Investment Advisory’s Camden Property Trust CPT Stock Holding History

Cape Investment Advisory’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 		$34.8K Buy
+304
New +$32.4K 0.01% 589
2026
Q1 		– Sell
-304
Closed -$33.5K – 405
2025
Q4 		$33.5K Hold
304
– – 0.01% 504
2025
Q3 		$32.5K Hold
304
– – 0.03% 268
2025
Q2 		$34.3K Hold
304
– – 0.01% 422
2025
Q1 		$37.2K Buy
+304
New +$35.7K 0.01% 377

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 $3.37T AUM 44.26% 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

Cape Investment Advisory's CPT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Camden Property Trust (CPT) in Q2 2026: 304 shares worth $34.8K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CPT as recently as Q4 2025.

Cape Investment Advisory first reported a position in CPT in Q1 2025 and has held it in 5 quarters since. The position peaked at $37.2K in Q1 2025. 573 funds tracked by Wall St. Rank hold CPT as of Q2 2026.

  • Cape Investment Advisory held 304 shares of Camden Property Trust worth $34.8K as of Q2 2026.
  • Camden Property Trust was a new Cape Investment Advisory position in Q2 2026.
  • Camden Property Trust made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #589 holding.
  • Cape Investment Advisory first reported a position in Camden Property Trust in Q1 2025 and has held it in 5 quarters since.
  • Cape Investment Advisory's Camden Property Trust position peaked at $37.2K in Q1 2025.
  • 573 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.