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

Merit 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 		$336K Buy
3,474
+1,699
+96% +$184K ﹤0.01% 1834
2026
Q2 		$203K Buy
+1,775
New +$189K ﹤0.01% 2109
2026
Q1 		– Sell
-2,329
Closed -$256K – 2131
2025
Q4 		$256K Buy
+2,329
New +$242K ﹤0.01% 1658
2025
Q3 		– Sell
-1,878
Closed -$212K – 1808
2025
Q2 		$212K Buy
+1,878
New +$217K ﹤0.01% 1528

Other funds holding CPT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

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

Merit Financial Group increased its Camden Property Trust (CPT) stake by 96% in Q3 2026, buying an estimated $184K and bringing the position to 3,474 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Merit Financial Group first reported a position in CPT in Q2 2025 and has held it in 4 quarters since. 329 funds tracked by Wall St. Rank hold CPT as of Q3 2026.

  • Merit Financial Group held 3,474 shares of Camden Property Trust worth $336K as of Q3 2026.
  • Merit Financial Group bought 1,699 Camden Property Trust shares in Q3 2026, an estimated $184K.
  • Camden Property Trust made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1834 holding.
  • Merit Financial Group first reported a position in Camden Property Trust in Q2 2025 and has held it in 4 quarters since.
  • 329 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.