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Prevail Innovative Wealth Advisors’s Camden Property Trust CPT Stock Holding History

Prevail Innovative Wealth 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
Q4 		– Sell
-45,817
Closed -$4.89M – 197
2025
Q3 		$4.89M Buy
45,817
+14,019
+44% +$1.54M 0.95% 27
2025
Q2 		$3.58M Buy
+31,798
New +$3.67M 0.8% 41

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CPT Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Camden Property Trust (CPT) in Q4 2025, closing a stake of 45,817 shares — an estimated $4.89M sold.

Prevail Innovative Wealth Advisors first reported a position in CPT in Q2 2025 and held it in 2 quarters. The position peaked at $4.89M in Q3 2025. 583 funds tracked by Wall St. Rank hold CPT as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Camden Property Trust position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 45,817 Camden Property Trust shares in Q4 2025, an estimated $4.89M.
  • Prevail Innovative Wealth Advisors first reported a position in Camden Property Trust in Q2 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Camden Property Trust position peaked at $4.89M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held Camden Property Trust as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.