Nicola Wealth Management’s Camden Property Trust CPT Stock Holding History

Nicola Wealth Management’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	-15,471	Closed	-$1.74M	–	76
2025 Q2	$1.74M	Buy	15,471 +971	+7%	+$112K	0.16%	80
2025 Q1	$1.77M	Buy	+14,500	New	+$1.71M	0.17%	83
2024 Q1	–	Sell	-50,000	Closed	-$4.96M	–	117
2023 Q4	$4.96M	Hold	50,000	–	–	0.52%	52
2023 Q3	$4.73M	Sell	50,000 -16,268	-25%	-$1.73M	0.51%	51
2023 Q2	$7.21M	Buy	66,268 +4,068	+7%	+$438K	0.71%	43
2023 Q1	$6.52M	Buy	62,200 +50,400	+427%	+$5.75M	0.64%	48
2022 Q4	$1.32M	Buy	+11,800	New	+$1.35M	0.13%	112

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 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

Nicola Wealth Management's CPT Position: Q3 2025 in Review

Nicola Wealth Management sold out of Camden Property Trust (CPT) in Q3 2025, closing a stake of 15,471 shares — an estimated $1.74M sold.

Nicola Wealth Management first reported a position in CPT in Q4 2022 and held it in 7 quarters. The position peaked at $7.21M in Q2 2023. 583 funds tracked by Wall St. Rank hold CPT as of Q3 2025.

Nicola Wealth Management reported no remaining Camden Property Trust position as of Q3 2025 after selling out during the quarter.
Nicola Wealth Management sold 15,471 Camden Property Trust shares in Q3 2025, an estimated $1.74M.
Nicola Wealth Management first reported a position in Camden Property Trust in Q4 2022 and held it in 7 quarters.
Nicola Wealth Management's Camden Property Trust position peaked at $7.21M in Q2 2023.
583 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.