GA
CPT icon

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
Q3 		$13.7K Buy
+142
New +$15.4K ﹤0.01% 381
2026
Q1 		– Sell
-162
Closed -$17.8K – 468
2025
Q4 		$17.8K Buy
+162
New +$16.8K ﹤0.01% 368

Other funds holding CPT

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GoalVest Advisory's CPT Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Camden Property Trust (CPT) in Q3 2026: 142 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CPT as recently as Q4 2025.

GoalVest Advisory first reported a position in CPT in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.8K in Q4 2025. 33 funds tracked by Wall St. Rank hold CPT as of Q3 2026.

  • GoalVest Advisory held 142 shares of Camden Property Trust worth $13.7K as of Q3 2026.
  • Camden Property Trust was a new GoalVest Advisory position in Q3 2026.
  • Camden Property Trust made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #381 holding.
  • GoalVest Advisory first reported a position in Camden Property Trust in Q4 2025 and has held it in 2 quarters since.
  • GoalVest Advisory's Camden Property Trust position peaked at $17.8K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.