GoalVest Advisory’s Camden Property Trust CPT Stock Holding History

GoalVest Advisory’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	–	Sell	-162	Closed	-$17.8K	–	468
2025 Q4	$17.8K	Buy	+162	New	+$16.8K	﹤0.01%	368

Other funds holding CPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GoalVest Advisory's CPT Position: Q1 2026 in Review

GoalVest Advisory sold out of Camden Property Trust (CPT) in Q1 2026, closing a stake of 162 shares — an estimated $17.8K sold.

GoalVest Advisory first reported a position in CPT in Q4 2025 and held it in 1 quarter. The position peaked at $17.8K in Q4 2025. 564 funds tracked by Wall St. Rank hold CPT as of Q1 2026.

GoalVest Advisory reported no remaining Camden Property Trust position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 162 Camden Property Trust shares in Q1 2026, an estimated $17.8K.
GoalVest Advisory first reported a position in Camden Property Trust in Q4 2025 and held it in 1 quarter.
GoalVest Advisory's Camden Property Trust position peaked at $17.8K in Q4 2025.
564 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.