Values First Advisors’s Camden Property Trust CPT Stock Holding History

Values First 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 Q2	–	Sell	-18	Closed	-$1.87K	–	203
2023 Q1	$1.87K	Buy	+18	New	+$2.05K	﹤0.01%	327

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

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

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

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 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 $34.8B AUM 20.7% 1-Year Est. Return

Values First Advisors's CPT Position: Q2 2023 in Review

Values First Advisors sold out of Camden Property Trust (CPT) in Q2 2023, closing a stake of 18 shares — an estimated $1.87K sold.

Values First Advisors first reported a position in CPT in Q1 2023 and held it in 1 quarter. The position peaked at $1.87K in Q1 2023. 491 funds tracked by Wall St. Rank hold CPT as of Q2 2023.

Values First Advisors reported no remaining Camden Property Trust position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 18 Camden Property Trust shares in Q2 2023, an estimated $1.87K.
Values First Advisors first reported a position in Camden Property Trust in Q1 2023 and held it in 1 quarter.
Values First Advisors's Camden Property Trust position peaked at $1.87K in Q1 2023.
491 funds tracked by Wall St. Rank held Camden Property Trust as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.