EWA
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EverSource Wealth Advisors’s Camden Property Trust CPT Stock Holding History

EverSource 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 		$51K Buy
523
+35
+7% +$3.71K ﹤0.01% 1862
2025
Q4 		$53.7K Sell
488
-330
-40% -$34.3K ﹤0.01% 1699
2025
Q3 		$87.4K Sell
818
-1,476
-64% -$162K ﹤0.01% 1361
2025
Q2 		$259K Buy
2,294
+1,287
+128% +$148K 0.01% 743
2025
Q1 		$123K Sell
1,007
-1,706
-63% -$201K 0.01% 838
2024
Q4 		$315K Buy
2,713
+2,074
+325% +$248K 0.02% 491
2024
Q3 		$78.9K Buy
639
+18
+3% +$2.13K 0.01% 878
2024
Q2 		$68.8K Buy
621
+6
+1% +$620 ﹤0.01% 948
2024
Q1 		$61.3K Sell
615
-21
-3% -$2.03K ﹤0.01% 890
2023
Q4 		$63.1K Buy
636
+119
+23% +$11K 0.01% 808
2023
Q3 		$48.9K Sell
517
-75
-13% -$7.97K 0.01% 816
2023
Q2 		$64.5K Buy
592
+62
+12% +$6.68K 0.01% 736
2023
Q1 		$55.6K Buy
530
+17
+3% +$1.94K 0.01% 758
2022
Q4 		$57.4K Buy
513
+499
+3,564% +$57.1K 0.01% 708
2022
Q3 		$2K Sell
14
-31
-69% -$4.14K ﹤0.01% 1643
2022
Q2 		$6K Buy
45
+31
+221% +$4.59K ﹤0.01% 1189
2022
Q1 		$2K Hold
14
– – ﹤0.01% 1503
2021
Q4 		$3K Buy
+14
New +$2.31K ﹤0.01% 1404

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

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

EverSource Wealth Advisors increased its Camden Property Trust (CPT) stake by 7.2% in Q1 2026, buying an estimated $3.71K and bringing the position to 523 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

EverSource Wealth Advisors first reported a position in CPT in Q4 2021 and has held it in 18 quarters since. The position peaked at $315K in Q4 2024. 564 funds tracked by Wall St. Rank hold CPT as of Q1 2026.

  • EverSource Wealth Advisors held 523 shares of Camden Property Trust worth $51K as of Q1 2026.
  • EverSource Wealth Advisors bought 35 Camden Property Trust shares in Q1 2026, an estimated $3.71K.
  • Camden Property Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1862 holding.
  • EverSource Wealth Advisors first reported a position in Camden Property Trust in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Camden Property Trust position peaked at $315K in Q4 2024.
  • 564 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2026.

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