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Mirabella Financial Services’s Camden Property Trust CPT Stock Holding History

Mirabella Financial Services’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
2023
Q4 		– Sell
-19,557
Closed -$1.85M – 461
2023
Q3 		$1.85M Sell
19,557
-1,170
-6% -$124K 0.26% 106
2023
Q2 		$2.26M Buy
20,727
+13,344
+181% +$1.44M 0.25% 120
2023
Q1 		$774K Buy
+7,383
New +$842K 0.12% 162
2022
Q4 		– Sell
-2,090
Closed -$247K – 421
2022
Q3 		$247K Sell
2,090
-3,164
-60% -$422K 0.03% 254
2022
Q2 		$707K Buy
+5,254
New +$779K 0.07% 203
2022
Q1 		– Sell
-5,448
Closed -$974K – 566
2021
Q4 		$974K Buy
5,448
+3,474
+176% +$573K 0.1% 164
2021
Q3 		$291K Buy
+1,974
New +$289K 0.04% 324

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Mirabella Financial Services's CPT Position: Q4 2023 in Review

Mirabella Financial Services sold out of Camden Property Trust (CPT) in Q4 2023, closing a stake of 19,557 shares — an estimated $1.85M sold.

Mirabella Financial Services first reported a position in CPT in Q3 2021 and held it in 7 quarters. The position peaked at $2.26M in Q2 2023. 513 funds tracked by Wall St. Rank hold CPT as of Q4 2023.

  • Mirabella Financial Services reported no remaining Camden Property Trust position as of Q4 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 19,557 Camden Property Trust shares in Q4 2023, an estimated $1.85M.
  • Mirabella Financial Services first reported a position in Camden Property Trust in Q3 2021 and held it in 7 quarters.
  • Mirabella Financial Services's Camden Property Trust position peaked at $2.26M in Q2 2023.
  • 513 funds tracked by Wall St. Rank held Camden Property Trust as of Q4 2023.

Based on Mirabella Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.