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EP Wealth Advisors’s Camden Property Trust CPT Stock Holding History

EP Wealth 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
Q2 		$313K Buy
2,731
+554
+25% +$59K ﹤0.01% 1269
2026
Q1 		$213K Buy
2,177
+338
+18% +$35.8K ﹤0.01% 1379
2025
Q4 		$202K Buy
+1,839
New +$191K ﹤0.01% 1381

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

EP Wealth Advisors's CPT Position: Q2 2026 in Review

EP Wealth Advisors increased its Camden Property Trust (CPT) stake by 25% in Q2 2026, buying an estimated $59K and bringing the position to 2,731 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

EP Wealth Advisors first reported a position in CPT in Q4 2025 and has held it in 3 quarters since. 575 funds tracked by Wall St. Rank hold CPT as of Q2 2026.

  • EP Wealth Advisors held 2,731 shares of Camden Property Trust worth $313K as of Q2 2026.
  • EP Wealth Advisors bought 554 Camden Property Trust shares in Q2 2026, an estimated $59K.
  • Camden Property Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1269 holding.
  • EP Wealth Advisors first reported a position in Camden Property Trust in Q4 2025 and has held it in 3 quarters since.
  • 575 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.