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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
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 $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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

EP Wealth Advisors's CPT Position: Q1 2026 in Review

EP Wealth Advisors increased its Camden Property Trust (CPT) stake by 18% in Q1 2026, buying an estimated $35.8K and bringing the position to 2,177 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

EP Wealth Advisors first reported a position in CPT in Q4 2025 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold CPT as of Q1 2026.

  • EP Wealth Advisors held 2,177 shares of Camden Property Trust worth $213K as of Q1 2026.
  • EP Wealth Advisors bought 338 Camden Property Trust shares in Q1 2026, an estimated $35.8K.
  • Camden Property Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1379 holding.
  • EP Wealth Advisors first reported a position in Camden Property Trust in Q4 2025 and has held it in 2 quarters since.
  • 564 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.