Root Financial Partners
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Root Financial Partners’s Camden Property Trust CPT Stock Holding History

Root Financial Partners’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
Q3 		$32.2K Buy
+333
New +$36K ﹤0.01% 1308
2026
Q2 		– Sell
-80
Closed -$7.81K – 1009
2026
Q1 		$7.81K Buy
80
+69
+627% +$7.32K ﹤0.01% 1772
2025
Q4 		$1.21K Buy
11
+8
+267% +$832 ﹤0.01% 2069
2025
Q3 		$320 Buy
+3
New +$330 ﹤0.01% 2178

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Corda Investment Management
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Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Root Financial Partners's CPT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Camden Property Trust (CPT) in Q3 2026: 333 shares worth $32.2K. The stake represents ﹤0.01% of the portfolio and ranks #1308 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CPT as recently as Q1 2026.

Root Financial Partners first reported a position in CPT in Q3 2025 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold CPT as of Q3 2026.

  • Root Financial Partners held 333 shares of Camden Property Trust worth $32.2K as of Q3 2026.
  • Camden Property Trust was a new Root Financial Partners position in Q3 2026.
  • Camden Property Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1308 holding.
  • Root Financial Partners first reported a position in Camden Property Trust in Q3 2025 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.