YHB Investment Advisors’s Camden Property Trust CPT Stock Holding History

YHB Investment 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
2025 Q1	–	Sell	-3,721	Closed	-$432K	–	292
2024 Q4	$432K	Sell	3,721 -190	-5%	-$22.8K	0.04%	206
2024 Q3	$483K	Sell	3,911 -255	-6%	-$30.2K	0.04%	200
2024 Q2	$455K	Sell	4,166 -576	-12%	-$59.5K	0.04%	202
2024 Q1	$467K	Sell	4,742 -161	-3%	-$15.6K	0.04%	198
2023 Q4	$487K	Sell	4,903 -2,042	-29%	-$189K	0.05%	193
2023 Q3	$657K	Sell	6,945 -427	-6%	-$45.4K	0.06%	168
2023 Q2	$803K	Sell	7,372 -255	-3%	-$27.5K	0.07%	154
2023 Q1	$800K	Hold	7,627	–	–	0.08%	154
2022 Q4	$853K	Buy	7,627 +285	+4%	+$32.6K	0.09%	151
2022 Q3	$877K	Buy	+7,342	New	+$980K	0.1%	149

Other funds holding CPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

YHB Investment Advisors's CPT Position: Q1 2025 in Review

YHB Investment Advisors sold out of Camden Property Trust (CPT) in Q1 2025, closing a stake of 3,721 shares — an estimated $432K sold.

YHB Investment Advisors first reported a position in CPT in Q3 2022 and held it in 10 quarters. The position peaked at $877K in Q3 2022. 621 funds tracked by Wall St. Rank hold CPT as of Q1 2025.

YHB Investment Advisors reported no remaining Camden Property Trust position as of Q1 2025 after selling out during the quarter.
YHB Investment Advisors sold 3,721 Camden Property Trust shares in Q1 2025, an estimated $432K.
YHB Investment Advisors first reported a position in Camden Property Trust in Q3 2022 and held it in 10 quarters.
YHB Investment Advisors's Camden Property Trust position peaked at $877K in Q3 2022.
621 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2025.

Based on YHB Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.