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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
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 $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

Root Financial Partners's CPT Position: Q1 2026 in Review

Root Financial Partners increased its Camden Property Trust (CPT) stake by 627% in Q1 2026, buying an estimated $7.32K and bringing the position to 80 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Root Financial Partners first reported a position in CPT in Q3 2025 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold CPT as of Q1 2026.

  • Root Financial Partners held 80 shares of Camden Property Trust worth $7.81K as of Q1 2026.
  • Root Financial Partners bought 69 Camden Property Trust shares in Q1 2026, an estimated $7.32K.
  • Camden Property Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1772 holding.
  • Root Financial Partners first reported a position in Camden Property Trust in Q3 2025 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.