Lee Financial’s Camden Property Trust CPT Stock Holding History

Lee Financial’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
2022 Q1	–	Sell	-61	Closed	-$11K	–	796
2021 Q4	$11K	Buy	+61	New	+$10.1K	﹤0.01%	474
2018 Q3	–	Sell	-77	Closed	-$7K	–	518
2018 Q2	$7K	Sell	77 -2	-3%	-$174	﹤0.01%	560
2018 Q1	$7K	Buy	+79	New	+$6.6K	﹤0.01%	560

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Lee Financial's CPT Position: Q1 2022 in Review

Lee Financial sold out of Camden Property Trust (CPT) in Q1 2022, closing a stake of 61 shares — an estimated $11K sold.

Lee Financial first reported a position in CPT in Q1 2018 and held it in 3 quarters. The position peaked at $11K in Q4 2021. 522 funds tracked by Wall St. Rank hold CPT as of Q1 2022.

Lee Financial reported no remaining Camden Property Trust position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 61 Camden Property Trust shares in Q1 2022, an estimated $11K.
Lee Financial first reported a position in Camden Property Trust in Q1 2018 and held it in 3 quarters.
Lee Financial's Camden Property Trust position peaked at $11K in Q4 2021.
522 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.