GYL Financial Synergies’s Camden Property Trust CPT Stock Holding History

GYL Financial Synergies’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 Q3	$912K	Buy	7,386 +166	+2%	+$19.6K	0.07%	190
2024 Q2	$788K	Buy	7,220 +25	+0.3%	+$2.58K	0.06%	200
2024 Q1	$708K	Sell	7,195 -14,093	-66%	-$1.36M	0.06%	207
2023 Q4	$2.11M	Sell	21,288 -12,002	-36%	-$1.11M	0.17%	117
2023 Q3	$3.15M	Sell	33,290 -461	-1%	-$49K	0.31%	82
2023 Q2	$3.67M	Buy	33,751 +11,584	+52%	+$1.25M	0.33%	74
2023 Q1	$2.32M	Buy	22,167 +19,897	+877%	+$2.27M	0.28%	73
2022 Q4	$254K	Buy	+2,270	New	+$260K	0.06%	185

Other funds holding CPT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

GYL Financial Synergies's CPT Position: Q3 2024 in Review

GYL Financial Synergies increased its Camden Property Trust (CPT) stake by 2.3% in Q3 2024, buying an estimated $19.6K and bringing the position to 7,386 shares worth $912K. The position accounts for 0.07% of the portfolio, ranked #190.

GYL Financial Synergies first reported a position in CPT in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.67M in Q2 2023. 588 funds tracked by Wall St. Rank hold CPT as of Q3 2024.

GYL Financial Synergies held 7,386 shares of Camden Property Trust worth $912K as of Q3 2024.
GYL Financial Synergies bought 166 Camden Property Trust shares in Q3 2024, an estimated $19.6K.
Camden Property Trust made up 0.07% of GYL Financial Synergies's portfolio in Q3 2024, its #190 holding.
GYL Financial Synergies first reported a position in Camden Property Trust in Q4 2022 and has held it in 8 quarters since.
GYL Financial Synergies's Camden Property Trust position peaked at $3.67M in Q2 2023.
588 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.