Principia Wealth Advisory’s Camden Property Trust CPT Stock Holding History

Principia Wealth Advisory’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	$220	Sell	2 -4	-67%	-$416	﹤0.01%	919
2025 Q3	$641	Buy	6 +5	+500%	+$549	﹤0.01%	746
2025 Q2	$113	Hold	1	–	–	﹤0.01%	909
2025 Q1	$112	Sell	1 -1	-50%	-$118	﹤0.01%	803
2024 Q4	$232	Buy	+2	New	+$239	﹤0.01%	713

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principia Wealth Advisory's CPT Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Camden Property Trust (CPT) stake by 67% in Q4 2025, selling an estimated $416 and leaving 2 shares worth $220. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Principia Wealth Advisory first reported a position in CPT in Q4 2024 and has held it in 5 quarters since. The position peaked at $641 in Q3 2025. 582 funds tracked by Wall St. Rank hold CPT as of Q4 2025.

Principia Wealth Advisory held 2 shares of Camden Property Trust worth $220 as of Q4 2025.
Principia Wealth Advisory sold 4 Camden Property Trust shares in Q4 2025, an estimated $416.
Camden Property Trust made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #919 holding.
Principia Wealth Advisory first reported a position in Camden Property Trust in Q4 2024 and has held it in 5 quarters since.
Principia Wealth Advisory's Camden Property Trust position peaked at $641 in Q3 2025.
582 funds tracked by Wall St. Rank held Camden Property Trust as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.