Jones Financial Companies
CPT icon

Jones Financial Companies’s Camden Property Trust CPT Stock Holding History

Jones Financial Companies’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 		$398K Buy
4,108
+2,475
+152% +$262K ﹤0.01% 2147
2025
Q4 		$180K Buy
1,633
+807
+98% +$83.9K ﹤0.01% 1950
2025
Q3 		$88.4K Buy
826
+427
+107% +$46.9K ﹤0.01% 2128
2025
Q2 		$45.4K Buy
399
+276
+224% +$31.8K ﹤0.01% 2261
2025
Q1 		$15.1K Sell
123
-435
-78% -$51.2K ﹤0.01% 2533
2024
Q4 		$64.7K Buy
558
+384
+221% +$46K ﹤0.01% 1780
2024
Q3 		$21.6K Buy
174
+106
+156% +$12.5K ﹤0.01% 1934
2024
Q2 		$7.42K Sell
68
-450
-87% -$46.5K ﹤0.01% 1846
2024
Q1 		$51K Buy
+518
New +$50.1K ﹤0.01% 729
2023
Q1 		– Sell
-8
Closed -$1K – 615
2022
Q4 		$1K Buy
+8
New +$916 ﹤0.01% 649
2013
Q3 		– Sell
-394
Closed -$27K – 732
2013
Q2 		$27K Buy
+394
New +$27.8K ﹤0.01% 409

Other funds holding CPT

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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