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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
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

Other funds holding CPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's CPT Position: Q2 2026 in Review

Root Financial Partners sold out of Camden Property Trust (CPT) in Q2 2026, closing a stake of 80 shares — an estimated $7.81K sold.

Root Financial Partners first reported a position in CPT in Q3 2025 and held it in 3 quarters. The position peaked at $7.81K in Q1 2026. 574 funds tracked by Wall St. Rank hold CPT as of Q2 2026.

  • Root Financial Partners reported no remaining Camden Property Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 80 Camden Property Trust shares in Q2 2026, an estimated $7.81K.
  • Root Financial Partners first reported a position in Camden Property Trust in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Camden Property Trust position peaked at $7.81K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.