CreativeOne Wealth’s Camden Property Trust CPT Stock Holding History

CreativeOne Wealth’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	-1,776	Closed	-$200K	–	1157
2025 Q2	$200K	Buy	1,776 +4	+0.2%	+$462	0.01%	1061
2025 Q1	$217K	Sell	1,772 -70	-4%	-$8.23K	0.01%	978
2024 Q4	$214K	Sell	1,842 -163	-8%	-$19.5K	0.01%	999
2024 Q3	$248K	Buy	+2,005	New	+$237K	0.01%	836

Other funds holding CPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 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

CreativeOne Wealth's CPT Position: Q3 2025 in Review

CreativeOne Wealth sold out of Camden Property Trust (CPT) in Q3 2025, closing a stake of 1,776 shares — an estimated $200K sold.

CreativeOne Wealth first reported a position in CPT in Q3 2024 and held it in 4 quarters. The position peaked at $248K in Q3 2024. 583 funds tracked by Wall St. Rank hold CPT as of Q3 2025.

CreativeOne Wealth reported no remaining Camden Property Trust position as of Q3 2025 after selling out during the quarter.
CreativeOne Wealth sold 1,776 Camden Property Trust shares in Q3 2025, an estimated $200K.
CreativeOne Wealth first reported a position in Camden Property Trust in Q3 2024 and held it in 4 quarters.
CreativeOne Wealth's Camden Property Trust position peaked at $248K in Q3 2024.
583 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.