Summit Trail Advisors’s Camden Property Trust CPT Stock Holding History

Summit Trail 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 Q2	$1.41M	Buy	12,273 +1,599	+15%	+$170K	0.02%	833
2026 Q1	$1.04M	Sell	10,674 -1,866	-15%	-$198K	0.01%	912
2025 Q4	$1.39M	Sell	12,540 -4,575	-27%	-$476K	0.02%	637
2025 Q3	$1.84M	Buy	17,115 +8,247	+93%	+$906K	0.03%	496
2025 Q2	$1.01M	Buy	+8,868	New	+$1.02M	0.02%	477
2018 Q1	–	Sell	-71	Closed	-$6K	–	700
2017 Q4	$6K	Buy	+71	New	+$6.56K	﹤0.01%	1354

Other funds holding CPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Trail Advisors's CPT Position: Q2 2026 in Review

Summit Trail Advisors increased its Camden Property Trust (CPT) stake by 15% in Q2 2026, buying an estimated $170K and bringing the position to 12,273 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #833.

Summit Trail Advisors first reported a position in CPT in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.84M in Q3 2025. 575 funds tracked by Wall St. Rank hold CPT as of Q2 2026.

Summit Trail Advisors held 12,273 shares of Camden Property Trust worth $1.41M as of Q2 2026.
Summit Trail Advisors bought 1,599 Camden Property Trust shares in Q2 2026, an estimated $170K.
Camden Property Trust made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #833 holding.
Summit Trail Advisors first reported a position in Camden Property Trust in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's Camden Property Trust position peaked at $1.84M in Q3 2025.
575 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.