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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
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
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

Summit Trail Advisors's CPT Position: Q1 2026 in Review

Summit Trail Advisors reduced its Camden Property Trust (CPT) stake by 15% in Q1 2026, selling an estimated $198K and leaving 10,674 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #912.

Summit Trail Advisors first reported a position in CPT in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.84M in Q3 2025. 564 funds tracked by Wall St. Rank hold CPT as of Q1 2026.

  • Summit Trail Advisors held 10,674 shares of Camden Property Trust worth $1.04M as of Q1 2026.
  • Summit Trail Advisors sold 1,866 Camden Property Trust shares in Q1 2026, an estimated $198K.
  • Camden Property Trust made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #912 holding.
  • Summit Trail Advisors first reported a position in Camden Property Trust in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Camden Property Trust position peaked at $1.84M in Q3 2025.
  • 564 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.