Larson Financial Group
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Larson Financial Group’s Camden Property Trust CPT Stock Holding History

Larson Financial Group’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
Q3 		$189K Buy
1,955
+1,235
+172% +$134K ﹤0.01% 960
2026
Q2 		$82.4K Buy
720
+382
+113% +$40.7K ﹤0.01% 1280
2026
Q1 		$33K Buy
338
+224
+196% +$23.7K ﹤0.01% 1580
2025
Q4 		$12.5K Buy
114
+10
+10% +$1.04K ﹤0.01% 1986
2025
Q3 		$11.1K Sell
104
-86
-45% -$9.45K ﹤0.01% 1964
2025
Q2 		$21.4K Buy
190
+72
+61% +$8.31K ﹤0.01% 1459
2025
Q1 		$14.4K Buy
118
+107
+973% +$12.6K ﹤0.01% 1486
2024
Q4 		$1.28K Sell
11
-21
-66% -$2.52K ﹤0.01% 1973
2024
Q3 		$3.95K Buy
32
+31
+3,100% +$3.67K ﹤0.01% 1710
2024
Q2 		$109 Hold
1
– – ﹤0.01% 2223
2024
Q1 		$98 Hold
1
– – ﹤0.01% 1705
2023
Q4 		$99 Buy
+1
New +$93 ﹤0.01% 1713

Other funds holding CPT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Larson Financial Group's CPT Position: Q3 2026 in Review

Larson Financial Group increased its Camden Property Trust (CPT) stake by 172% in Q3 2026, buying an estimated $134K and bringing the position to 1,955 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Larson Financial Group first reported a position in CPT in Q4 2023 and has held it in 12 quarters since. 317 funds tracked by Wall St. Rank hold CPT as of Q3 2026.

  • Larson Financial Group held 1,955 shares of Camden Property Trust worth $189K as of Q3 2026.
  • Larson Financial Group bought 1,235 Camden Property Trust shares in Q3 2026, an estimated $134K.
  • Camden Property Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #960 holding.
  • Larson Financial Group first reported a position in Camden Property Trust in Q4 2023 and has held it in 12 quarters since.
  • 317 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.