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SMART Wealth’s Camden Property Trust CPT Stock Holding History

SMART Wealth’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
Q2 		– Sell
-6,341
Closed -$776K – 174
2025
Q1 		$776K Buy
6,341
+279
+5% +$32.8K 0.28% 87
2024
Q4 		$703K Sell
6,062
-645
-10% -$77.2K 0.25% 94
2024
Q3 		$829K Buy
+6,707
New +$793K 0.32% 69

Other funds holding CPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SMART Wealth's CPT Position: Q2 2025 in Review

SMART Wealth sold out of Camden Property Trust (CPT) in Q2 2025, closing a stake of 6,341 shares — an estimated $776K sold.

SMART Wealth first reported a position in CPT in Q3 2024 and held it in 3 quarters. The position peaked at $829K in Q3 2024. 610 funds tracked by Wall St. Rank hold CPT as of Q2 2025.

  • SMART Wealth reported no remaining Camden Property Trust position as of Q2 2025 after selling out during the quarter.
  • SMART Wealth sold 6,341 Camden Property Trust shares in Q2 2025, an estimated $776K.
  • SMART Wealth first reported a position in Camden Property Trust in Q3 2024 and held it in 3 quarters.
  • SMART Wealth's Camden Property Trust position peaked at $829K in Q3 2024.
  • 610 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.