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Pinnacle Wealth Planning Services’s Camden Property Trust CPT Stock Holding History

Pinnacle Wealth Planning 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
2026
Q1 		– Sell
-9
Closed -$991 – 2763
2025
Q4 		$991 Buy
+9
New +$936 ﹤0.01% 2586
2021
Q1 		– Sell
-13
Closed -$1K – 702
2020
Q4 		$1K Buy
+13
New +$1.26K ﹤0.01% 2089

Other funds holding CPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Pinnacle Wealth Planning Services's CPT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Camden Property Trust (CPT) in Q1 2026, closing a stake of 9 shares — an estimated $991 sold.

Pinnacle Wealth Planning Services first reported a position in CPT in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 564 funds tracked by Wall St. Rank hold CPT as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Camden Property Trust position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 9 Camden Property Trust shares in Q1 2026, an estimated $991.
  • Pinnacle Wealth Planning Services first reported a position in Camden Property Trust in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Camden Property Trust position peaked at $1K in Q4 2020.
  • 564 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.