United Capital Financial Advisors’s Camden Property Trust CPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,637
| Closed | -$202K | – | 1069 |
|
|
2024
Q3 | $202K | Buy |
+1,637
| New | +$194K | ﹤0.01% | 1007 |
|
|
2023
Q4 | – | Sell |
-3,147
| Closed | -$298K | – | 1068 |
|
|
2023
Q3 | $298K | Sell |
3,147
-1,946
| -38% | -$207K | ﹤0.01% | 726 |
|
|
2023
Q2 | $554K | Sell |
5,093
-1,494
| -23% | -$161K | ﹤0.01% | 668 |
|
|
2023
Q1 | $691K | Sell |
6,587
-624
| -9% | -$71.1K | ﹤0.01% | 661 |
|
|
2022
Q4 | $807K | Sell |
7,211
-1,564
| -18% | -$179K | ﹤0.01% | 664 |
|
|
2022
Q3 | $1.05M | Sell |
8,775
-303
| -3% | -$40.5K | 0.01% | 602 |
|
|
2022
Q2 | $1.22M | Sell |
9,078
-146
| -2% | -$21.6K | 0.01% | 597 |
|
|
2022
Q1 | $1.53M | Sell |
9,224
-162
| -2% | -$26.7K | 0.01% | 577 |
|
|
2021
Q4 | $1.68M | Buy |
9,386
+400
| +4% | +$66K | 0.01% | 570 |
|
|
2021
Q3 | $1.32M | Sell |
8,986
-480
| -5% | -$70.4K | 0.01% | 605 |
|
|
2021
Q2 | $1.26M | Buy |
9,466
+807
| +9% | +$100K | 0.01% | 640 |
|
|
2021
Q1 | $952K | Buy |
8,659
+525
| +6% | +$54.6K | 0.01% | 686 |
|
|
2020
Q4 | $813K | Sell |
8,134
-3,099
| -28% | -$300K | ﹤0.01% | 732 |
|
|
2020
Q3 | $1M | Sell |
11,233
-1,140
| -9% | -$103K | 0.01% | 663 |
|
|
2020
Q2 | $1.13M | Buy |
12,373
+190
| +2% | +$16.8K | 0.01% | 628 |
|
|
2020
Q1 | $965K | Buy |
12,183
+482
| +4% | +$50.1K | 0.01% | 641 |
|
|
2019
Q4 | $1.24M | Buy |
11,701
+954
| +9% | +$106K | 0.01% | 707 |
|
|
2019
Q3 | $1.19M | Sell |
10,747
-12,577
| -54% | -$1.35M | 0.01% | 699 |
|
|
2019
Q2 | $2.44M | Buy |
23,324
+90
| +0.4% | +$9.23K | 0.02% | 561 |
|
|
2019
Q1 | $2.36M | Buy |
23,234
+15,958
| +219% | +$1.53M | 0.02% | 558 |
|
|
2018
Q4 | $635K | Buy |
7,276
+1,703
| +31% | +$156K | 0.01% | 835 |
|
|
2018
Q3 | $521K | Buy |
5,573
+1,000
| +22% | +$92.9K | ﹤0.01% | 960 |
|
|
2018
Q2 | $417K | Buy |
+4,573
| New | +$398K | ﹤0.01% | 978 |
|
|
2017
Q1 | – | Sell |
-2,697
| Closed | -$227K | – | 1245 |
|
|
2016
Q4 | $227K | Buy |
+2,697
| New | +$214K | ﹤0.01% | 1131 |
|
|
2016
Q3 | – | Sell |
-2,367
| Closed | -$208K | – | 1267 |
|
|
2016
Q2 | $208K | Buy |
+2,367
| New | +$198K | ﹤0.01% | 1159 |
|
|
2016
Q1 | – | Sell |
-4,098
| Closed | -$315K | – | 1223 |
|
|
2015
Q4 | $315K | Buy |
+4,098
| New | +$312K | ﹤0.01% | 1003 |
|
|
2015
Q2 | – | Sell |
-5,381
| Closed | -$404K | – | 1262 |
|
|
2015
Q1 | $404K | Buy |
5,381
+1,074
| +25% | +$82.3K | ﹤0.01% | 986 |
|
|
2014
Q4 | $318K | Buy |
4,307
+768
| +22% | +$56.9K | ﹤0.01% | 946 |
|
|
2014
Q3 | $243K | Buy |
+3,539
| New | +$256K | ﹤0.01% | 980 |
|
Other funds holding CPT
CIM
United Capital Financial Advisors's CPT Position: Q4 2024 in Review
United Capital Financial Advisors sold out of Camden Property Trust (CPT) in Q4 2024, closing a stake of 1,637 shares — an estimated $202K sold.
United Capital Financial Advisors first reported a position in CPT in Q3 2014 and held it in 29 quarters. The position peaked at $2.44M in Q2 2019. 572 funds tracked by Wall St. Rank hold CPT as of Q4 2024.
- United Capital Financial Advisors reported no remaining Camden Property Trust position as of Q4 2024 after selling out during the quarter.
- United Capital Financial Advisors sold 1,637 Camden Property Trust shares in Q4 2024, an estimated $202K.
- United Capital Financial Advisors first reported a position in Camden Property Trust in Q3 2014 and held it in 29 quarters.
- United Capital Financial Advisors's Camden Property Trust position peaked at $2.44M in Q2 2019.
- 572 funds tracked by Wall St. Rank held Camden Property Trust as of Q4 2024.
Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.