WealthPLAN Partners’s Camden Property Trust CPT Stock Holding History

WealthPLAN Partners’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	–	Sell	-178	Closed	-$19.4K	–	465
2023 Q2	$19.4K	Hold	178	–	–	﹤0.01%	687
2023 Q1	$18.7K	Buy	+178	New	+$20.3K	﹤0.01%	742

Other funds holding CPT

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

WealthPLAN Partners's CPT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Camden Property Trust (CPT) in Q3 2023, closing a stake of 178 shares — an estimated $19.4K sold.

WealthPLAN Partners first reported a position in CPT in Q1 2023 and held it in 2 quarters. The position peaked at $19.4K in Q2 2023. 495 funds tracked by Wall St. Rank hold CPT as of Q3 2023.

WealthPLAN Partners reported no remaining Camden Property Trust position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 178 Camden Property Trust shares in Q3 2023, an estimated $19.4K.
WealthPLAN Partners first reported a position in Camden Property Trust in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Camden Property Trust position peaked at $19.4K in Q2 2023.
495 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.