Institutional & Family Asset Management’s Camden Property Trust CPT Stock Holding History

Institutional & Family Asset 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 Q2	$35.7K	Hold	327	–	–	0.01%	273
2024 Q1	$32.2K	Sell	327 -25	-7%	-$2.42K	0.01%	287
2023 Q4	$35K	Buy	352 +12	+4%	+$1.11K	0.01%	265
2023 Q3	$32.2K	Hold	340	–	–	0.01%	259
2023 Q2	$37K	Sell	340 -29	-8%	-$3.13K	0.01%	251
2023 Q1	$38.7K	Buy	+369	New	+$42.1K	0.01%	239
2021 Q2	–	Sell	-31	Closed	-$3K	–	954
2021 Q1	$3K	Hold	31	–	–	﹤0.01%	745
2020 Q4	$3K	Hold	31	–	–	﹤0.01%	695
2020 Q3	$3K	Hold	31	–	–	﹤0.01%	638
2020 Q2	$3K	Buy	+31	New	+$2.74K	﹤0.01%	629

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's CPT Position: Q2 2024 in Review

Institutional & Family Asset Management held its Camden Property Trust (CPT) position steady in Q2 2024 at 327 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #273.

Institutional & Family Asset Management first reported a position in CPT in Q2 2020 and has held it in 10 quarters since. The position peaked at $38.7K in Q1 2023. 532 funds tracked by Wall St. Rank hold CPT as of Q2 2024.

Institutional & Family Asset Management held 327 shares of Camden Property Trust worth $35.7K as of Q2 2024.
Institutional & Family Asset Management left its Camden Property Trust share count unchanged in Q2 2024.
Camden Property Trust made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #273 holding.
Institutional & Family Asset Management first reported a position in Camden Property Trust in Q2 2020 and has held it in 10 quarters since.
Institutional & Family Asset Management's Camden Property Trust position peaked at $38.7K in Q1 2023.
532 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.