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Granite Bay Wealth Management’s Camden Property Trust CPT Stock Holding History

Granite Bay Wealth 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
2024
Q1 		– Sell
-10,210
Closed -$942K – 108
2023
Q4 		$942K Buy
10,210
+3,910
+62% +$362K 0.01% 210
2023
Q3 		$670K Buy
+6,300
New +$670K 0.01% 240

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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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Granite Bay Wealth Management's CPT Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Camden Property Trust (CPT) in Q1 2024, closing a stake of 10,210 shares — an estimated $942K sold.

Granite Bay Wealth Management first reported a position in CPT in Q3 2023 and held it in 2 quarters. The position peaked at $942K in Q4 2023. 512 funds tracked by Wall St. Rank hold CPT as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Camden Property Trust position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 10,210 Camden Property Trust shares in Q1 2024, an estimated $942K.
  • Granite Bay Wealth Management first reported a position in Camden Property Trust in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Camden Property Trust position peaked at $942K in Q4 2023.
  • 512 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.