Guardian Wealth Management (Illinois)’s Camden Property Trust CPT Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-71	Closed	-$8.68K	–	94
2025 Q1	$8.68K	Sell	71 -14	-16%	-$1.65K	0.01%	169
2024 Q4	$9.86K	Hold	85	–	–	0.01%	168
2024 Q3	$10.5K	Hold	85	–	–	0.01%	166
2024 Q2	$9.27K	Hold	85	–	–	0.01%	168
2024 Q1	$8.36K	Hold	85	–	–	0.01%	172
2023 Q4	$8.44K	Hold	85	–	–	0.01%	175
2023 Q3	$8.04K	Hold	85	–	–	0.01%	169
2023 Q2	$9.25K	Hold	85	–	–	0.01%	165
2023 Q1	$8.91K	Hold	85	–	–	0.01%	165
2022 Q4	$9.51K	Hold	85	–	–	0.01%	166
2022 Q3	$10K	Buy	+85	New	+$11.3K	0.01%	159

Other funds holding CPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s CPT Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Camden Property Trust (CPT) in Q2 2025, closing a stake of 71 shares — an estimated $8.68K sold.

Guardian Wealth Management (Illinois) first reported a position in CPT in Q3 2022 and held it in 11 quarters. The position peaked at $10.5K in Q3 2024. 610 funds tracked by Wall St. Rank hold CPT as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Camden Property Trust position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 71 Camden Property Trust shares in Q2 2025, an estimated $8.68K.
Guardian Wealth Management (Illinois) first reported a position in Camden Property Trust in Q3 2022 and held it in 11 quarters.
Guardian Wealth Management (Illinois)'s Camden Property Trust position peaked at $10.5K in Q3 2024.
610 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.