Carson Wealth (CWM LLC)
CPT icon

Carson Wealth (CWM LLC)’s Camden Property Trust CPT Stock Holding History

Carson Wealth (CWM 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
Q1 		$448K Sell
4,589
-1,365
-23% -$145K ﹤0.01% 2097
2025
Q4 		$655K Sell
5,954
-6,334
-52% -$659K ﹤0.01% 1757
2025
Q3 		$1.31M Buy
12,288
+2,871
+30% +$316K ﹤0.01% 1267
2025
Q2 		$1.06M Buy
9,417
+7,171
+319% +$827K ﹤0.01% 1219
2025
Q1 		$275K Sell
2,246
-79
-3% -$9.29K ﹤0.01% 1723
2024
Q4 		$270K Sell
2,325
-216
-9% -$25.9K ﹤0.01% 1657
2024
Q3 		$314K Buy
2,541
+430
+20% +$50.9K ﹤0.01% 1522
2024
Q2 		$230K Sell
2,111
-74
-3% -$7.64K ﹤0.01% 1515
2024
Q1 		$215K Buy
2,185
+99
+5% +$9.58K ﹤0.01% 1484
2023
Q4 		$207K Sell
2,086
-141
-6% -$13.1K ﹤0.01% 1412
2023
Q3 		$211K Buy
2,227
+459
+26% +$48.8K ﹤0.01% 1291
2023
Q2 		$192K Buy
1,768
+330
+23% +$35.6K ﹤0.01% 1270
2023
Q1 		$151K Buy
1,438
+308
+27% +$35.1K ﹤0.01% 1316
2022
Q4 		$126K Buy
1,130
+83
+8% +$9.5K ﹤0.01% 1276
2022
Q3 		$125K Buy
1,047
+173
+20% +$23.1K ﹤0.01% 1247
2022
Q2 		$118K Buy
874
+545
+166% +$80.8K ﹤0.01% 1248
2022
Q1 		$55K Buy
329
+147
+81% +$24.2K ﹤0.01% 1560
2021
Q4 		$33K Buy
+182
New +$30K ﹤0.01% 1746
2018
Q1 		– Sell
-142
Closed -$13K – 1426
2017
Q4 		$13K Buy
142
+43
+43% +$3.98K ﹤0.01% 806
2017
Q3 		$9K Buy
+99
New +$8.9K ﹤0.01% 913

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 $1.9T AUM 41.92% 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 $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CPT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Camden Property Trust (CPT) stake by 23% in Q1 2026, selling an estimated $145K and leaving 4,589 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Carson Wealth (CWM LLC) first reported a position in CPT in Q3 2017 and has held it in 20 quarters since. The position peaked at $1.31M in Q3 2025. 566 funds tracked by Wall St. Rank hold CPT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,589 shares of Camden Property Trust worth $448K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,365 Camden Property Trust shares in Q1 2026, an estimated $145K.
  • Camden Property Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2097 holding.
  • Carson Wealth (CWM LLC) first reported a position in Camden Property Trust in Q3 2017 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Camden Property Trust position peaked at $1.31M in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.