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First Trust Direct Indexing’s Camden Property Trust CPT Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-2,010
Closed -$248K – 196
2024
Q3 		$248K Buy
+2,010
New +$238K 0.01% 826
2021
Q1 		– Sell
-61
Closed -$6K – 519
2020
Q4 		$6K Buy
+61
New +$5.91K ﹤0.01% 990

Other funds holding CPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Direct Indexing's CPT Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Camden Property Trust (CPT) in Q4 2024, closing a stake of 2,010 shares — an estimated $248K sold.

First Trust Direct Indexing first reported a position in CPT in Q4 2020 and held it in 2 quarters. The position peaked at $248K in Q3 2024. 570 funds tracked by Wall St. Rank hold CPT as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Camden Property Trust position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,010 Camden Property Trust shares in Q4 2024, an estimated $248K.
  • First Trust Direct Indexing first reported a position in Camden Property Trust in Q4 2020 and held it in 2 quarters.
  • First Trust Direct Indexing's Camden Property Trust position peaked at $248K in Q3 2024.
  • 570 funds tracked by Wall St. Rank held Camden Property Trust as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.