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Mount Yale Investment Advisors’s Camden Property Trust CPT Stock Holding History

Mount Yale Investment Advisors’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
-53
Closed -$5.97K – 861
2025
Q2 		$5.97K Buy
+53
New +$6.12K ﹤0.01% 1206

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
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
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

Mount Yale Investment Advisors's CPT Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Camden Property Trust (CPT) in Q3 2025, closing a stake of 53 shares — an estimated $5.97K sold.

Mount Yale Investment Advisors first reported a position in CPT in Q2 2025 and held it in 1 quarter. The position peaked at $5.97K in Q2 2025. 583 funds tracked by Wall St. Rank hold CPT as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Camden Property Trust position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 53 Camden Property Trust shares in Q3 2025, an estimated $5.97K.
  • Mount Yale Investment Advisors first reported a position in Camden Property Trust in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Camden Property Trust position peaked at $5.97K in Q2 2025.
  • 583 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.