Sage Mountain Advisors’s Camden Property Trust CPT Stock Holding History

Sage Mountain 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
2026 Q1	–	Sell	-2,167	Closed	-$239K	–	352
2025 Q4	$239K	Buy	+2,167	New	+$225K	0.01%	443
2022 Q2	–	Sell	-1,275	Closed	-$212K	–	620
2022 Q1	$212K	Sell	1,275 -1,650	-56%	-$272K	0.03%	448
2021 Q4	$523K	Hold	2,925	–	–	0.06%	294
2021 Q3	$431K	Hold	2,925	–	–	0.06%	284
2021 Q2	$388K	Buy	+2,925	New	+$363K	0.06%	270

Other funds holding CPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Sage Mountain Advisors's CPT Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Camden Property Trust (CPT) in Q1 2026, closing a stake of 2,167 shares — an estimated $239K sold.

Sage Mountain Advisors first reported a position in CPT in Q2 2021 and held it in 5 quarters. The position peaked at $523K in Q4 2021. 564 funds tracked by Wall St. Rank hold CPT as of Q1 2026.

Sage Mountain Advisors reported no remaining Camden Property Trust position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 2,167 Camden Property Trust shares in Q1 2026, an estimated $239K.
Sage Mountain Advisors first reported a position in Camden Property Trust in Q2 2021 and held it in 5 quarters.
Sage Mountain Advisors's Camden Property Trust position peaked at $523K in Q4 2021.
564 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.