CAPTRUST Financial Advisors
CPT icon

CAPTRUST Financial Advisors’s Camden Property Trust CPT Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$755K Sell
7,727
-764
-9% -$81K ﹤0.01% 1765
2025
Q4 		$935K Sell
8,491
-56
-0.7% -$5.82K ﹤0.01% 1548
2025
Q3 		$913K Buy
8,547
+86
+1% +$9.45K ﹤0.01% 1479
2025
Q2 		$953K Buy
8,461
+1,700
+25% +$196K ﹤0.01% 1378
2025
Q1 		$827K Sell
6,761
-1,223
-15% -$144K ﹤0.01% 1379
2024
Q4 		$926K Sell
7,984
-298
-4% -$35.7K ﹤0.01% 1276
2024
Q3 		$1.02M Sell
8,282
-1,358
-14% -$161K ﹤0.01% 1174
2024
Q2 		$1.05M Sell
9,640
-783
-8% -$80.9K ﹤0.01% 1110
2024
Q1 		$1.03M Buy
10,423
+1,282
+14% +$124K ﹤0.01% 1112
2023
Q4 		$908K Buy
9,141
+578
+7% +$53.5K ﹤0.01% 1328
2023
Q3 		$810K Buy
8,563
+1,126
+15% +$120K ﹤0.01% 1324
2023
Q2 		$810K Buy
7,437
+202
+3% +$21.8K ﹤0.01% 1339
2023
Q1 		$758K Buy
7,235
+278
+4% +$31.7K ﹤0.01% 1178
2022
Q4 		$778K Sell
6,957
-181
-3% -$20.7K ﹤0.01% 1106
2022
Q3 		$853K Buy
+7,138
New +$953K 0.01% 992

Other funds holding CPT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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