Sutton Wealth Advisors’s Camden Property Trust CPT Stock Holding History

Sutton Wealth 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
2023 Q3	$6.53K	Buy	69 +24	+53%	+$2.55K	﹤0.01%	543
2023 Q2	$4.9K	Buy	45 +6	+15%	+$647	﹤0.01%	572
2023 Q1	$4.09K	Sell	39 -1	-3%	-$114	﹤0.01%	547
2022 Q4	$4.47K	Hold	40	–	–	﹤0.01%	1115
2022 Q3	$4.78K	Sell	40 -3	-7%	-$401	﹤0.01%	1079
2022 Q2	$5.78K	Sell	43 -4	-9%	-$593	﹤0.01%	1044
2022 Q1	$7.81K	Hold	47	–	–	﹤0.01%	1008
2021 Q4	$8.4K	Buy	47 +10	+27%	+$1.65K	﹤0.01%	983
2021 Q3	$5.46K	Hold	37	–	–	﹤0.01%	1042
2021 Q2	$4.91K	Hold	37	–	–	﹤0.01%	1049
2021 Q1	$4.07K	Hold	37	–	–	﹤0.01%	1047
2020 Q4	$3.7K	Hold	37	–	–	﹤0.01%	1024
2020 Q3	$3.29K	Hold	37	–	–	﹤0.01%	1013
2020 Q2	$3.38K	Buy	+37	New	+$3.27K	﹤0.01%	990
2018 Q3	–	Sell	-138	Closed	-$12.6K	–	1136
2018 Q2	$12.6K	Hold	138	–	–	0.01%	769
2018 Q1	$11.6K	Buy	+138	New	+$11.5K	0.01%	771

Other funds holding CPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Sutton Wealth Advisors's CPT Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Camden Property Trust (CPT) stake by 53% in Q3 2023, buying an estimated $2.55K and bringing the position to 69 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Sutton Wealth Advisors first reported a position in CPT in Q1 2018 and has held it in 16 quarters since. The position peaked at $12.6K in Q2 2018. 495 funds tracked by Wall St. Rank hold CPT as of Q3 2023.

Sutton Wealth Advisors held 69 shares of Camden Property Trust worth $6.53K as of Q3 2023.
Sutton Wealth Advisors bought 24 Camden Property Trust shares in Q3 2023, an estimated $2.55K.
Camden Property Trust made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #543 holding.
Sutton Wealth Advisors first reported a position in Camden Property Trust in Q1 2018 and has held it in 16 quarters since.
Sutton Wealth Advisors's Camden Property Trust position peaked at $12.6K in Q2 2018.
495 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.