Key Financial Inc’s Camden Property Trust CPT Stock Holding History

Key Financial Inc’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 Q3	–	Sell	-26	Closed	-$2.93K	–	1468
2025 Q2	$2.93K	Hold	26	–	–	﹤0.01%	1133
2025 Q1	$3.18K	Hold	26	–	–	﹤0.01%	1085
2024 Q4	$3.02K	Hold	26	–	–	﹤0.01%	1094
2024 Q3	$3.21K	Buy	+26	New	+$3.08K	﹤0.01%	1052

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

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

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

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

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

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Key Financial Inc's CPT Position: Q3 2025 in Review

Key Financial Inc sold out of Camden Property Trust (CPT) in Q3 2025, closing a stake of 26 shares — an estimated $2.93K sold.

Key Financial Inc first reported a position in CPT in Q3 2024 and held it in 4 quarters. The position peaked at $3.21K in Q3 2024. 583 funds tracked by Wall St. Rank hold CPT as of Q3 2025.

Key Financial Inc reported no remaining Camden Property Trust position as of Q3 2025 after selling out during the quarter.
Key Financial Inc sold 26 Camden Property Trust shares in Q3 2025, an estimated $2.93K.
Key Financial Inc first reported a position in Camden Property Trust in Q3 2024 and held it in 4 quarters.
Key Financial Inc's Camden Property Trust position peaked at $3.21K in Q3 2024.
583 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.