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Journey Strategic Wealth’s Camden Property Trust CPT Stock Holding History

Journey Strategic Wealth’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
2025
Q4 		– Sell
-2,073
Closed -$221K – 781
2025
Q3 		$221K Buy
2,073
+237
+13% +$26K 0.01% 616
2025
Q2 		$207K Buy
+1,836
New +$212K 0.01% 604
2022
Q2 		– Sell
-1,591
Closed -$264K – 146
2022
Q1 		$264K Hold
1,591
– – 0.03% 114
2021
Q4 		$284K Buy
+1,591
New +$262K 0.03% 126

Other funds holding CPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Journey Strategic Wealth's CPT Position: Q4 2025 in Review

Journey Strategic Wealth sold out of Camden Property Trust (CPT) in Q4 2025, closing a stake of 2,073 shares — an estimated $221K sold.

Journey Strategic Wealth first reported a position in CPT in Q4 2021 and held it in 4 quarters. The position peaked at $284K in Q4 2021. 583 funds tracked by Wall St. Rank hold CPT as of Q4 2025.

  • Journey Strategic Wealth reported no remaining Camden Property Trust position as of Q4 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,073 Camden Property Trust shares in Q4 2025, an estimated $221K.
  • Journey Strategic Wealth first reported a position in Camden Property Trust in Q4 2021 and held it in 4 quarters.
  • Journey Strategic Wealth's Camden Property Trust position peaked at $284K in Q4 2021.
  • 583 funds tracked by Wall St. Rank held Camden Property Trust as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.