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IAG Wealth Partners’s Camden Property Trust CPT Stock Holding History

IAG Wealth Partners’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
Q1 		$24.4K Hold
250
– – ﹤0.01% 282
2025
Q4 		$27.5K Hold
250
– – ﹤0.01% 264
2025
Q3 		$26.7K Hold
250
– – ﹤0.01% 279
2025
Q2 		$28.2K Hold
250
– – ﹤0.01% 250
2025
Q1 		$30.6K Hold
250
– – ﹤0.01% 233
2024
Q4 		$29K Buy
+250
New +$29.9K 0.01% 241

Other funds holding CPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IAG Wealth Partners's CPT Position: Q1 2026 in Review

IAG Wealth Partners held its Camden Property Trust (CPT) position steady in Q1 2026 at 250 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

IAG Wealth Partners first reported a position in CPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.6K in Q1 2025. 564 funds tracked by Wall St. Rank hold CPT as of Q1 2026.

  • IAG Wealth Partners held 250 shares of Camden Property Trust worth $24.4K as of Q1 2026.
  • IAG Wealth Partners left its Camden Property Trust share count unchanged in Q1 2026.
  • Camden Property Trust made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #282 holding.
  • IAG Wealth Partners first reported a position in Camden Property Trust in Q4 2024 and has held it in 6 quarters since.
  • IAG Wealth Partners's Camden Property Trust position peaked at $30.6K in Q1 2025.
  • 564 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.