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GeoWealth Management’s Camden Property Trust CPT Stock Holding History

GeoWealth Management’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
-362
Closed -$40.8K – 854
2025
Q2 		$40.8K Sell
362
-134
-27% -$15.5K ﹤0.01% 974
2025
Q1 		$60.7K Sell
496
-437
-47% -$51.4K ﹤0.01% 870
2024
Q4 		$108K Sell
933
-709
-43% -$84.9K ﹤0.01% 946
2024
Q3 		$203K Sell
1,642
-590
-26% -$69.8K 0.01% 716
2024
Q2 		$244K Buy
+2,232
New +$231K 0.01% 633

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Invesco
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

GeoWealth Management's CPT Position: Q3 2025 in Review

GeoWealth Management sold out of Camden Property Trust (CPT) in Q3 2025, closing a stake of 362 shares — an estimated $40.8K sold.

GeoWealth Management first reported a position in CPT in Q2 2024 and held it in 5 quarters. The position peaked at $244K in Q2 2024. 583 funds tracked by Wall St. Rank hold CPT as of Q3 2025.

  • GeoWealth Management reported no remaining Camden Property Trust position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 362 Camden Property Trust shares in Q3 2025, an estimated $40.8K.
  • GeoWealth Management first reported a position in Camden Property Trust in Q2 2024 and held it in 5 quarters.
  • GeoWealth Management's Camden Property Trust position peaked at $244K in Q2 2024.
  • 583 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.