Heffernan Advisory’s Camden Property Trust CPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$259K Buy
+2,264
New +$241K 0.22% 32
2026
Q1
Sell
-1,964
Closed -$216K 25
2025
Q4
$216K Buy
+1,964
New +$204K 0.21% 24

Other funds holding CPT

Heffernan Advisory's CPT Position: Q2 2026 in Review

Heffernan Advisory opened a new position in Camden Property Trust (CPT) in Q2 2026: 2,264 shares worth $259K. The stake represents 0.22% of the portfolio and ranks #32 among its holdings. This is a return to the name: Heffernan Advisory previously reported a position in CPT as recently as Q4 2025.

Heffernan Advisory first reported a position in CPT in Q4 2025 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold CPT as of Q2 2026.

  • Heffernan Advisory held 2,264 shares of Camden Property Trust worth $259K as of Q2 2026.
  • Camden Property Trust was a new Heffernan Advisory position in Q2 2026.
  • Camden Property Trust made up 0.22% of Heffernan Advisory's portfolio in Q2 2026, its #32 holding.
  • Heffernan Advisory first reported a position in Camden Property Trust in Q4 2025 and has held it in 2 quarters since.
  • 573 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.