Camden Property TrustCPT

13F holders, Q1 2025 (March 31)
623holders +51
83new positions
35sold out
9famous investors
$117.97avg. 13F price*

At the end of Q1 2025, 623 institutions reported holding Camden Property Trust (CPT) in their 13F filings, up 51 from Q4 2024. 83 opened new positions and 35 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.4B) and State Street Corp. ($900.9M). 9 famous investors held it, including Andreas Halvorsen (1.1% of Viking Global Investors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Camden Property Trust
Sector
Real Estate
CUSIP
133131102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 512Q1 2024Q2 2024: 534Q2 2024Q3 2024: 589Q3 2024Q4 2024: 572Q4 2024Q1 2025: 623Q1 2025Q2 2025: 612Q2 2025Q3 2025: 585Q3 2025Q4 2025: 586Q4 2025Q1 2026: 567Q1 2026Q2 2026: 575Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions83$400.0M
Exits35$220.7M

All 13F filers, Q4 2024 → Q1 2025: 12,332,762 shares bought and 8,797,605 shares sold, net +3,535,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 623 holders

Vanguard Group Inc. 0.04% Reduce -0.5% 17,172,446 $2.1B
BlackRock, Inc. 0.03% Reduce -7.9% 11,047,982 $1.4B
State Street Corp. 0.04% Add +2.3% 7,304,764 $900.9M
Victory Capital Management Inc. 0.55% Reduce -1.4% 4,341,279 $530.9M
FMR LLC 0.03% Add +3.3% 3,351,796 $409.9M
Geode Capital Management, LLC 0.03% Add +3.3% 2,910,076 $354.9M
Viking Global Investors 1.08% Reduce -17.1% 2,788,789 $341.1M
Centersquare Investment Management LLC 3.31% Add +3.6% 2,614,150 $319.7M
Wellington Management Group LLP 0.05% Add +9.2% 2,271,077 $277.8M
JPMorgan Chase & Co. 0.02% Add +17.2% 1,863,792 $227.9M
Invesco Ltd. 0.04% Reduce -40.5% 1,765,361 $215.9M
Dimensional Fund Advisors LP 0.05% Reduce -2.1% 1,559,518 $190.7M
Charles Schwab Investment Management Inc. 0.04% Add +1.6% 1,538,038 $188.1M
Northern Trust Corp. 0.03% Add +2.3% 1,452,031 $177.6M
Norges Bank 0.02% Reduce -17.9% 1,326,497 $162.2M
Jacobs Levy Equity Management, Inc. 0.59% Reduce -13.6% 1,209,186 $147.9M
T. Rowe Price Associates Inc. 0.02% Reduce -0.3% 1,163,033 $142.2M
Millennium Management 0.13% Add +2103.1% 1,078,335 $131.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +8.2% 1,051,377 $128.6M
Morgan Stanley 0.01% Add +6.1% 1,044,970 $127.8M
Nuveen, LLC 0.04% — 1,012,934 $123.9M
Cohen & Steers, Inc. 0.20% Add +132.2% 902,689 $110.4M
Bank of New York Mellon Corp 0.02% Reduce -2.8% 810,729 $99.2M
Legal & General Group Plc 0.03% Reduce -2.2% 761,909 $93.2M
Goldman Sachs Group Inc. 0.02% Add +4.2% 758,988 $92.8M
PGGM Investments 1.10% New 669,541 $81.9M
Principal Financial Group Inc. 0.04% Add +0.1% 599,214 $73.3M
Jennison Associates LLC 0.05% Add +17.3% 541,096 $66.2M
Bank of America Corp. 0.01% Add +13.5% 483,356 $59.1M
Russell Investments Group, Ltd. 0.08% Add +32.5% 472,589 $57.8M
Heitman Real Estate Securities LLC 3.72% Reduce -9.9% 469,352 $57.4M
Two Sigma Investments, LP 0.12% Add +82.6% 425,720 $52.1M
American Century Companies Inc. 0.03% Add +35.0% 425,311 $52.0M
Deutsche Bank AG 0.02% Reduce -4.6% 400,083 $48.9M
CI Investments Inc. 0.20% Reduce -0.5% 396,554 $48.5M
Woodline Partners LP 0.30% New 375,132 $45.9M
Rockefeller Capital Management L.P. 0.11% Add +8.6% 374,583 $45.8M
HSBC Holdings PLC 0.03% Add +4.1% 361,242 $44.2M
Two Sigma Advisers, LP 0.10% Add +165.2% 345,800 $42.3M
BNP Paribas Financial Markets 0.03% Reduce -10.0% 341,415 $41.8M
Macquarie Group Ltd. 0.05% Reduce -8.8% 334,850 $41.0M
Long Pond Capital, LP 2.68% Reduce -71.1% 330,330 $40.4M
GRS Advisors, LLC 4.03% New 316,446 $38.7M
Starwood Capital Group Management, L.L.C. 23.07% No change 316,179 $38.7M
Robeco Institutional Asset Management B.V. 0.07% Add +0.3% 313,753 $38.4M
UBS Group AG 0.01% Add +44.2% 307,981 $37.7M
Aberdeen Group plc 0.07% Add +9.0% 302,297 $37.3M
CBRE Investment Management Listed Real Assets LLC 0.57% Reduce -19.4% 302,900 $37.0M
Swiss National Bank 0.03% Reduce -0.1% 300,900 $36.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +0.1% 297,760 $36.4M
Boston Trust Walden Corp 0.26% Add +0.1% 294,842 $36.1M
Panagora Asset Management Inc. 0.17% Reduce -0.8% 276,171 $33.8M
California Public Employees Retirement System 0.02% Add +2.3% 270,642 $33.1M
Eminence Capital, LP 0.55% Reduce -66.9% 269,785 $33.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +9.6% 268,229 $32.8M
Barclays PLC 0.01% Add +35.1% 267,482 $32.7M
Franklin Resources Inc. 0.01% Add +4.2% 259,698 $31.8M
Ameriprise Financial Inc. 0.01% Add +18.4% 242,572 $29.7M
Marshall Wace, LLP 0.04% New 241,265 $29.5M
Adage Capital Partners Gp, L.L.C. 0.05% Add +380.9% 239,000 $29.2M
Amundi 0.01% Reduce -4.4% 242,385 $28.8M
Asset Management One Co., Ltd. 0.10% Add +3.1% 233,543 $28.6M
Waterfront Capital Partners, LLC 4.87% Add +21.0% 232,564 $28.4M
State of Tennessee, Department of Treasury 0.11% Reduce -0.3% 230,431 $28.2M
Rhumbline Advisers 0.03% Add +10.0% 221,366 $27.1M
Hazelview Securities Inc. 4.80% New 215,940 $26.4M
Envestnet Asset Management Inc. 0.01% Reduce -3.6% 213,468 $26.1M
CORDA Investment Management, LLC. 2.01% Add +0.1% 207,124 $25.3M
Aware Super Pty Ltd as trustee of Aware Super 0.43% No change 206,580 $25.3M
Carronade Capital Management, LP 4.20% Add +5160.8% 3,949,011 $24.7M
Neuberger Berman Group LLC 0.02% Reduce -20.7% 194,594 $23.8M
Tidal Investments LLC 0.20% Add +9.0% 193,614 $23.7M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +0.7% 189,572 $23.2M
CANADA LIFE ASSURANCE Co 0.04% Add +9.3% 187,640 $23.0M
Public Employees Retirement System of Ohio 0.08% Reduce -2.1% 186,536 $22.8M
Investure, LLC 1.48% No change 182,728 $22.3M
Nomura Asset Management Co. Ltd. 0.07% Add +5.7% 181,542 $22.2M
Resolution Capital Ltd 0.43% New 180,512 $22.1M
FIL Ltd 0.02% Add +86.0% 179,909 $22.0M
Cramer Rosenthal McGlynn LLC 1.55% Reduce -7.9% 176,344 $21.6M
Allianz Asset Management GmbH 0.03% Reduce -53.9% 169,342 $20.7M
Landmark Investment Partners, L.P. 6.45% Reduce -22.5% 168,488 $20.6M
Wells Fargo & Company 0.00% Reduce -11.3% 162,343 $19.9M
Royal Bank of Canada 0.00% Reduce -3.5% 161,917 $19.8M
Davidson Investment Advisors 0.97% Add +2.5% 161,089 $19.7M
Aew Capital Management L P 0.96% Add +0.9% 159,915 $19.6M
Sun Life Financial Inc. 1.23% No change 159,528 $19.5M
Chilton Capital Management LLC 0.84% Reduce -3.9% 158,071 $19.5M
Alliancebernstein L.P. 0.01% Add +1.9% 157,139 $19.2M
Sei Investments Co. 0.02% Add +67.9% 156,674 $19.2M
Brookfield Corp 0.03% New 156,068 $19.1M
California State Teachers Retirement System 0.02% Add +0.3% 155,089 $19.0M
Citigroup Inc. 0.01% Add +49.5% 154,106 $18.8M
Lighthouse Investment Partners, LLC 0.80% Add +104.1% 143,382 $17.5M
STRS Ohio 0.07% Reduce -17.9% 136,895 $16.7M
Korea Investment CORP 0.04% Reduce -12.0% 133,612 $16.3M
Quantinno Capital Management LP 0.11% Add +77.8% 132,827 $16.2M
Hudson Bay Capital Management LP 0.12% New 132,317 $16.2M
Nordea Investment Management AB 0.02% Add +27.8% 125,151 $15.5M
Heartland Advisors Inc. 0.87% Reduce -29.3% 123,772 $15.1M
APG Asset Management N.V. 0.05% Reduce -7.0% 131,000 $14.8M
Ceredex Value Advisors LLC 0.32% Reduce -4.3% 120,600 $14.7M
Qube Research & Technologies Ltd 0.02% New 118,679 $14.5M
Prudential Financial Inc. 0.02% Add +96.4% 114,482 $14.0M
Andra AP-fonden 0.23% Reduce -9.0% 113,600 $13.9M
Renaissance Technologies 0.02% Add +169.1% 113,298 $13.9M
State of Wisconsin Investment Board 0.03% Reduce -13.2% 109,655 $13.4M
State of New Jersey Common Pension Fund D 0.06% Reduce -0.4% 108,943 $13.3M
Manufacturers Life Insurance Company, The 0.01% Add +2.8% 101,651 $12.4M
Calamos Advisors LLC 0.08% Add +1.1% 97,616 $11.9M
Uniplan Investment Counsel, Inc. 1.19% Reduce -7.7% 97,278 $11.9M
State Board of Administration of Florida Retirement System 0.02% No change 96,210 $11.8M
Raymond James Financial Inc. 0.00% Reduce -38.9% 92,783 $11.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -1.2% 92,720 $11.3M
Canada Pension Plan Investment Board 0.01% Reduce -4.2% 90,000 $11.0M
New York State Teachers Retirement System 0.03% Reduce -0.1% 88,934 $10.9M
National Bank of Canada 0.01% Add +76.1% 87,924 $10.8M
Magnetar Financial LLC 0.15% New 87,262 $10.7M
First Financial Bankshares Inc 0.22% Reduce -48.0% 84,922 $10.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -7.9% 84,621 $10.3M
Retirement Systems of Alabama 0.04% Reduce -0.5% 84,318 $10.3M
Reinhart Partners, Llc. 0.37% Reduce -8.0% 83,992 $10.3M
Cerity Partners LLC 0.02% Add +0.4% 78,474 $9.6M
Citadel Advisors 0.01% Reduce -85.4% 78,177 $9.6M
Worldquant Millennium Advisors LLC 0.06% Add +43.3% 77,532 $9.5M
Davis Selected Advisers 0.05% Add +10.3% 76,510 $9.4M
Bank of Montreal 0.01% Reduce -22.6% 76,144 $9.3M
First Sabrepoint Capital Management LP 3.84% Add +15.4% 75,000 $9.2M
Jane Street Group, LLC 0.02% New 74,156 $9.1M
Socorro Asset Management LP 3.22% Add +8.9% 73,177 $8.9M
1832 Asset Management L.P. 0.02% New 70,000 $8.6M
Squarepoint Ops LLC 0.02% Add +397.8% 69,126 $8.5M
Susquehanna Fundamental Investments, LLC 0.14% No change 67,912 $8.3M
Greenland Capital Management LP 1.43% New 65,887 $8.1M
AQR Capital Management 0.01% Reduce -21.6% 65,821 $8.0M
DekaBank Deutsche Girozentrale 0.02% Reduce -0.8% 65,728 $7.9M
Coronation Fund Managers Ltd. 0.42% No change 63,907 $7.8M
Resona Asset Management Co.,Ltd. 0.05% Add +8.5% 63,900 $7.8M
Dark Forest Capital Management LP 0.36% New 63,519 $7.8M
AXA S.A. 0.03% Add +41.4% 63,433 $7.8M
State of Alaska, Department of Revenue 0.09% Add +1.6% 63,051 $7.7M
Ensign Peak Advisors, Inc 0.01% Add +29.2% 62,783 $7.7M
U.S. Capital Wealth Advisors, LLC 0.23% Add +33.3% 62,433 $7.6M
First Trust Advisors LP 0.01% Add +58.1% 61,530 $7.5M
Natixis 0.04% Add +235.2% 60,553 $7.5M
Boothbay Fund Management, LLC 0.26% New 59,195 $7.2M
Pictet Asset Management Holding SA 0.01% Reduce -9.0% 58,920 $7.2M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -54.0% 58,569 $7.2M
Nisa Investment Advisors, LLC 0.04% Reduce -5.0% 58,007 $7.2M
SummitTX Capital, L.P. 0.31% — 58,064 $7.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +3.0% 58,055 $7.1M
Employees Retirement System of Texas 0.08% Add +65.0% 57,745 $7.1M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.1% 55,948 $6.8M
Daiwa Securities Group Inc. 0.03% Add +4.8% 53,275 $6.5M
Brasada Capital Management, LP 1.28% Reduce -4.4% 59,963 $6.4M
Van Eck Associates Corp. 0.01% Add +4.1% 51,763 $6.3M
Toronto Dominion Bank 0.02% Reduce -9.5% 51,633 $6.3M
Algert Global LLC 0.16% New 51,265 $6.3M
HRT Financial LP 0.04% Add +177.9% 51,128 $6.3M
Treasurer of the State of North Carolina 0.02% Add +1.3% 47,348 $5.8M
Danske Bank A/S 0.02% Reduce -14.2% 46,697 $5.7M
UniSuper Management Pty Ltd 0.04% Add +0.2% 46,519 $5.7M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -0.9% 46,102 $5.6M
New York State Common Retirement Fund 0.01% Reduce -4.3% 44,933 $5.5M
Fielder Capital Group LLC 1.55% Add +9.2% 43,921 $5.4M
IFM Investors Pty Ltd 0.06% Reduce -6.7% 43,121 $5.3M
Cibc World Markets Corp. 0.04% Reduce -10.9% 42,669 $5.2M
Cubist Systematic Strategies, LLC 0.06% New 40,456 $4.9M
KBC Group NV 0.02% Reduce -65.0% 40,001 $4.9M
Ontario Teachers Pension Plan Board 0.08% Add +95.1% 39,525 $4.8M
Corient Private Wealth LP 0.01% Reduce -11.0% 39,203 $4.8M
GoodHaven Capital Management, LLC 1.64% Reduce -1.9% 39,075 $4.8M
Verition Fund Management LLC 0.03% Add +246.3% 38,855 $4.8M
Holocene Advisors, LP 0.01% Add +153.3% 38,648 $4.7M
Mutual of America Capital Management LLC 0.05% Reduce -1.6% 37,891 $4.6M
Police & Firemen's Retirement System of New Jersey 0.05% Add +0.6% 37,486 $4.6M
Teacher Retirement System of Texas 0.02% Add +81.4% 37,346 $4.6M
Capital Fund Management S.A. 0.06% Reduce -1.5% 36,327 $4.4M
Stifel Financial Corp. 0.00% Reduce -6.8% 36,125 $4.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +4.0% 35,777 $4.4M
KLP Kapitalforvaltning As 0.02% No change 35,329 $4.4M
Entropy Technologies, LP 0.42% New 35,536 $4.3M
Storebrand Asset Management As 0.01% Reduce -1.8% 34,783 $4.3M
Man Group plc 0.01% New 34,346 $4.2M
Aurora Investment Managers, LLC. 2.60% Add +1.3% 33,739 $4.1M
Kennedy Capital Management LLC 0.10% Add +231.2% 32,883 $4.0M
State of Michigan Retirement System 0.02% Reduce -0.3% 32,100 $3.9M
Voya Investment Management LLC 0.01% Add +1.3% 32,011 $3.9M
LPL Financial LLC 0.00% Reduce -2.8% 31,657 $3.9M
Mercer Global Advisors Inc. 0.01% Add +22.0% 31,360 $3.8M
First Manhattan Co. Llc. 0.01% Add +0.3% 30,878 $3.8M
Sarasin & Partners LLP 0.04% Reduce -39.1% 30,947 $3.8M
Arizona State Retirement System 0.02% Reduce -0.4% 30,851 $3.8M
MetLife Investment Management, LLC 0.02% Reduce -2.0% 30,693 $3.8M
Jump Financial, LLC 0.06% Add +47.3% 30,613 $3.7M
Trillium Asset Management, LLC 0.11% Reduce -1.6% 29,988 $3.7M
Credit Agricole S A 0.01% Add +6.1% 29,686 $3.6M
Public Sector Pension Investment Board 0.02% Reduce -71.0% 28,566 $3.5M
Nissay Asset Management Corp. /Japan 0.02% Add +0.9% 28,503 $3.5M
Handelsbanken Fonder AB 0.01% Reduce -5.4% 28,100 $3.4M
TD Asset Management Inc 0.00% Reduce -1.0% 27,934 $3.4M
HGI Capital Management, LLC 4.24% Reduce -38.4% 27,792 $3.4M
Natixis Advisors, LLC 0.01% Add +2.6% 27,576 $3.4M
Illinois Municipal Retirement Fund 0.05% Add +18.8% 27,476 $3.4M
Pinebridge Investments, L.P. 0.03% New 27,382 $3.3M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.42% No change 26,832 $3.3M
Engineers Gate Manager LP 0.05% New 26,617 $3.3M
Nomura Holdings Inc. 0.02% Add +67.1% 26,568 $3.2M
Country Club Bank 0.22% Add +0.3% 26,200 $3.2M
New York Life Investment Management LLC 0.03% Add +0.0% 25,728 $3.1M
Corebridge Financial, Inc. 0.02% Reduce -3.4% 25,255 $3.1M
Czech National Bank 0.03% Add +5.9% 24,502 $3.0M
Waters Parkerson & Co., LLC 0.16% Add +3.6% 24,329 $3.0M
Turn8 Private Wealth Inc. 2.31% Add +3.5% 24,125 $3.0M
Graham Capital Wealth Management, LLC 2.98% Reduce -3.1% 22,565 $2.8M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 21,226 $2.6M
Highland Capital Management, LLC 0.15% Add +41.5% 21,107 $2.6M
NorthCoast Asset Management LLC 0.01% Add +1.1% 20,642 $2.5M
Martingale Asset Management L P 0.06% Reduce -16.6% 20,634 $2.5M
Amalgamated Bank 0.02% Add +0.5% 20,558 $2.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.03% Reduce -12.0% 20,521 $2.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -0.1% 20,400 $2.5M
ProShare Advisors LLC 0.01% Reduce -19.6% 20,397 $2.5M
M&T Bank Corp 0.01% Add +2.7% 20,201 $2.5M
AlphaQuest LLC 0.27% New 20,170 $2.5M
QRG Capital Management, Inc. 0.02% Add +30.9% 19,320 $2.4M
Azzad Asset Management Inc. 0.28% New 19,115 $2.3M
Fayez Sarofim & Co 0.01% No change 18,950 $2.3M
Sterling Capital Management LLC 0.04% Reduce -2.5% 18,493 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.9% 18,453 $2.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +4.0% 18,292 $2.2M
Pensionfund Sabic 0.66% Reduce -18.9% 18,031 $2.2M
DNB Asset Management AS 0.01% Reduce -2.2% 17,859 $2.2M
GAMCO Investors 0.02% Reduce -2.6% 17,783 $2.2M
Metis Global Partners, LLC 0.06% Add +12.7% 17,781 $2.2M
Johnson Investment Counsel Inc. 0.02% Reduce -13.3% 17,606 $2.2M
Forsta Ap-Fonden 0.02% Reduce -50.9% 17,300 $2.1M
Utah Retirement Systems 0.02% No change 17,111 $2.1M
Generali Asset Management SPA SGR 0.05% Add +0.7% 17,063 $2.1M
Janus Henderson Group PLC 0.00% Add +2.9% 17,059 $2.1M
PNC Financial Services Group, Inc. 0.00% Add +3.1% 16,917 $2.1M
Atom Investors LP 0.25% Add +490.1% 16,582 $2.0M
Yousif Capital Management, LLC 0.02% Reduce -1.5% 16,570 $2.0M
Allspring Global Investments Holdings, LLC 0.00% Add +0.1% 16,536 $2.0M
CIBC Asset Management Inc 0.01% Reduce -5.1% 16,059 $2.0M
Pensionfund PDN 1.28% Reduce -17.3% 15,786 $1.9M
Sanctuary Advisors, LLC 0.01% Reduce -12.0% 15,323 $1.9M
Brevan Howard Capital Management LP 0.05% Add +203.9% 15,062 $1.8M
HighTower Advisors, LLC 0.00% Reduce -76.3% 14,638 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -3.8% 14,575 $1.8M
Los Angeles Capital Management LLC 0.01% Reduce -86.2% 14,568 $1.8M
Freestone Capital Holdings, LLC 0.07% Reduce -40.7% 14,540 $1.8M
Nicola Wealth Management LTD. 0.17% New 14,500 $1.8M
Xponance LLC 0.02% Add +2.6% 14,476 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -65.5% 14,335 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -19.1% 14,209 $1.7M
ING Groep NV 0.01% Reduce -0.0% 13,622 $1.7M
Allstate Corp. 0.05% Add +304.3% 13,102 $1.6M
AMG National Trust Bank 0.04% Add +11.8% 13,072 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Add +46.8% 12,997 $1.6M
Bull Street Advisors, LLC 0.75% No change 12,735 $1.6M
Bridgefront Capital, LLC 0.45% New 12,669 $1.5M
Telos Capital Management, Inc. 0.17% Reduce -1.0% 12,534 $1.5M
Presima Securities ULC 0.34% Reduce -16.2% 12,433 $1.5M
Pathstone Holdings, LLC 0.01% Add +6.2% 12,141 $1.5M
Rafferty Asset Management, LLC 0.01% Reduce -17.2% 11,630 $1.4M
MQS Management LLC 0.82% New 11,621 $1.4M
Moran Wealth Management, LLC 0.05% Reduce -0.2% 11,374 $1.4M
OP Asset Management Ltd 0.02% — 11,247 $1.4M
Fox Run Management, L.L.C. 0.21% New 11,206 $1.4M
Bank of Nova Scotia 0.00% Reduce -21.8% 11,141 $1.4M
Vanguard Personalized Indexing Management, LLC 0.02% Add +7.2% 11,010 $1.3M
First American Bank 0.10% Reduce -0.3% 10,819 $1.3M
Vident Advisory, LLC 0.02% Reduce -10.3% 10,785 $1.3M
Capital Square, LLC 0.76% Reduce -2.9% 10,559 $1.3M
Schroder Investment Management Group 0.00% Reduce -7.0% 10,444 $1.3M
Norinchukin Bank, The 0.02% Add +9.4% 10,184 $1.2M
MML Investors Services, LLC 0.00% Add +5.4% 10,078 $1.2M
Mackenzie Financial Corp. 0.00% Add +151.7% 10,069 $1.2M
Spirit of America Management Corp. 0.25% Add +2.0% 10,000 $1.2M
XTX Topco Ltd 0.06% New 9,992 $1.2M
TT Capital Management LLC 1.02% Reduce -4.1% 9,921 $1.2M
Public Employees Retirement Association of Colorado 0.01% No change 9,898 $1.2M
Ostrum Asset Management 0.06% Add +842.7% 9,832 $1.2M
Swiss Life Asset Management Ltd 0.01% Add +40.9% 9,797 $1.2M
Tower Research Capital LLC (TRC) 0.04% Add +99.5% 9,757 $1.2M
Rakuten Investment Management, Inc. 0.01% — 9,751 $1.2M
Centiva Capital, LP 0.07% Add +42.0% 9,645 $1.2M
Nebula Research & Development LLC 0.11% New 9,579 $1.2M
Harvest Portfolios Group Inc. 0.03% Reduce -22.4% 9,308 $1.1M
PARK CIRCLE Co 1.01% No change 9,300 $1.1M
Oregon Public Employees Retirement Fund 0.02% Add +0.1% 9,163 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +22.1% 8,977 $1.1M
Creative Planning 0.00% Reduce -6.9% 8,919 $1.1M
SG Americas Securities, LLC 0.00% Add +212.5% 8,726 $1.1M
Quantbot Technologies LP 0.03% New 8,589 $1.1M
Tredje AP-fonden 0.01% No change 8,543 $1.0M
Mizuho Securities USA LLC 0.02% Reduce -15.5% 8,542 $1.0M
Security National Bank 0.19% Add +1.9% 8,434 $1.0M
Gotham Asset Management 0.01% Reduce -32.3% 8,407 $1.0M
Gulf International Bank (UK) Ltd 0.04% No change 8,341 $1.0M
Hummer Financial Advisory Services Inc 0.83% Add +2.5% 8,239 $1.0M
Polymer Capital Management (US) LLC 0.30% Add +56.1% 8,228 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% Add +2.6% 8,177 $1.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +23.5% 8,154 $997K
J. Safra Sarasin Holding AG 0.02% Reduce -5.9% 8,091 $990K
Bedell Frazier Investment Counselling, LLC 0.25% Reduce -1.6% 8,074 $987K
Ameritas Investment Partners, Inc. 0.03% No change 7,939 $971K
Fairtree Asset Management (Pty) Ltd 0.75% No change 7,637 $934K
Focus Partners Wealth 0.00% Add +2.4% 7,573 $926K
Rothschild Investment LLC 0.06% Reduce -0.3% 7,570 $926K
Twin Capital Management Inc. 0.11% Reduce -1.8% 7,532 $921K
Caprock Group, LLC 0.03% Add +96.2% 7,449 $920K
Intech Investment Management LLC 0.01% Add +61.7% 7,520 $920K
Vestmark Advisory Solutions, Inc. 0.02% Add +17.4% 7,484 $915K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -24.1% 7,321 $895K
Unigestion Holding SA 0.05% Add +65.7% 7,125 $871K
Ossiam 0.01% Reduce -20.0% 6,816 $834K
Captrust Financial Advisors 0.00% Reduce -15.3% 6,761 $827K
Sawyer & Company, Inc 0.33% Reduce -1.1% 6,747 $825K
Cetera Investment Advisers 0.00% Reduce -14.0% 6,706 $820K
Mariner, LLC 0.00% Add +20.2% 6,557 $802K
Hartford Investment Management Co. 0.03% Reduce -1.0% 6,525 $798K
Grassi Investment Management 0.07% No change 6,409 $784K
Cookson Peirce & Co. Inc. 0.04% New 6,389 $781K
&partners 0.01% Add +7.3% 6,384 $781K
ERn Financial, LLC 0.12% Reduce -1.1% 6,383 $781K
SMART Wealth LLC 0.28% Add +4.6% 6,341 $776K
Freestone Grove Partners LP 0.01% Add +24.2% 6,322 $773K
Jefferies Financial Group Inc. 0.01% New 6,236 $763K
DoubleLine ETF Adviser LP 0.25% Reduce -19.1% 6,195 $758K
Naviter Wealth, LLC 0.09% Add +4.5% 6,133 $750K
Cooper Financial Group 0.10% Add +2.2% 6,104 $747K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +23.2% 6,085 $744K
Bramshill Investments, LLC 0.08% Add +0.1% 6,058 $741K
Legacy Wealth Asset Management, LLC 0.20% Reduce -0.5% 5,919 $724K
Commerce Bank 0.00% Reduce -4.6% 5,895 $721K
Axiom Investors LLC 0.01% Add +50.5% 5,870 $718K
Bayforest Capital Ltd 0.31% Add +114.0% 5,737 $702K
Schonfeld Strategic Advisors LLC 0.00% New 5,720 $700K
Louisiana State Employees Retirement System 0.01% No change 5,700 $697K
Voloridge Investment Management, LLC 0.00% Reduce -2.5% 5,627 $688K
Royal London Asset Management Ltd. 0.00% New 5,622 $688K
Securian Asset Management, Inc. 0.02% No change 5,606 $686K
Crossmark Global Holdings, Inc. 0.01% Add +17.4% 5,585 $683K
Perbak Capital Partners LLP 0.51% New 5,578 $682K
NovaPoint Capital, LLC 0.21% Reduce -0.7% 5,490 $671K
Pacer Advisors, Inc. 0.00% Reduce -39.7% 5,442 $666K
Saturna Capital Corp. 0.01% Add +19.8% 5,440 $665K
US Bancorp \de 0.00% Reduce -19.3% 5,329 $652K
Lecap Asset Management Ltd. 0.15% New 5,318 $650K
Fifth Third Bancorp 0.00% Add +5.0% 5,177 $633K
B. Metzler seel. Sohn & Co. AG 0.01% No change 5,092 $623K
New Mexico Educational Retirement Board 0.02% Reduce -2.0% 5,000 $612K
Penserra Capital Management LLC 0.01% Reduce -15.3% 4,882 $597K
Maryland State Retirement & Pension System 0.01% Reduce -12.4% 4,836 $591K
Orion Porfolio Solutions, LLC 0.01% Reduce -1.8% 4,833 $591K
Orion Portfolio Solutions, LLC 0.01% Reduce -1.8% 4,833 $591K
Park Avenue Securities LLC 0.01% Add +6.2% 4,780 $585K
E. Ohman J:or Asset Management AB 0.01% Reduce -16.4% 4,600 $563K
NewEdge Wealth, LLC 0.01% Add +87.1% 4,599 $562K
Carret Asset Management, LLC 0.06% No change 4,579 $560K
Dynamic Technology Lab Private Ltd 0.08% Add +42.2% 4,553 $557K
Groupama Asset Managment 0.01% New 4,440 $543K
Baird Financial Group, Inc. 0.00% Add +30.6% 4,390 $537K
Sovereign's Capital Management, LLC 0.32% Add +14.3% 4,346 $532K
Cresset Asset Management, LLC 0.00% Add +99.9% 4,300 $530K
Pin Oak Investment Advisors Inc. 0.40% Add +1.5% 4,389 $529K
Thrivent Financial for Lutherans 0.00% Reduce -0.0% 4,181 $511K
Avantax Advisory Services, Inc. 0.00% Reduce -9.8% 4,119 $504K
Alps Advisors Inc. 0.00% Reduce -3.5% 4,115 $503K
Bridgewater Associates 0.00% New 4,114 $503K
Headlands Technologies LLC 0.06% Reduce -25.4% 4,089 $500K
Vanderbilt University 0.10% Reduce -46.3% 4,080 $499K
Principal Securities, Inc. 0.01% No change 4,253 $494K
Truist Financial Corp. 0.00% Reduce -8.9% 3,983 $487K
Oak Thistle LLC 0.10% Add +14.4% 3,945 $482K
Contravisory Investment Management, Inc. 0.10% Add +0.3% 3,938 $482K
Silvia McColl Wealth Management, LLC 0.36% Reduce -1.0% 3,871 $473K
Watts Gwilliam & Co., LLC 0.10% Reduce -16.2% 3,862 $472K
New Age Alpha Advisors, LLC 0.02% Reduce -56.0% 3,830 $468K
OMERS ADMINISTRATION Corp 0.00% Reduce -14.4% 3,814 $466K
EntryPoint Capital, LLC 0.21% New 3,795 $464K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 3,793 $464K
iA Global Asset Management Inc. 0.01% Reduce -47.9% 3,717 $455K
Federation des caisses Desjardins du Quebec 0.00% Add +290.9% 3,667 $449K
Sherbrooke Park Advisers LLC 0.21% New 3,655 $447K
Wolverine Asset Management LLC 0.03% Reduce -65.7% 3,637 $445K
Fisher Asset Management 0.00% Reduce -15.4% 3,633 $444K
Cambria Investment Management, L.P. 0.03% New 3,625 $443K
Schulhoff & Co. Inc. 0.19% No change 3,572 $437K
Ethic Inc. 0.01% Add +5.1% 3,577 $436K
Townsquare Capital LLC 0.00% Add +20.0% 3,441 $421K
Apollon Wealth Management, LLC 0.01% Reduce -7.2% 3,397 $415K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.1% 3,392 $415K
Verdence Capital Advisors LLC 0.03% Add +39.0% 3,337 $408K
MAI Capital Management 0.00% Reduce -1.0% 3,336 $408K
GAMMA Investing LLC 0.03% Add +6.9% 3,300 $404K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 3,300 $404K
Machina Capital S.A.S. 0.12% New 3,294 $403K
Chicago Capital, LLC 0.01% New 3,290 $402K
NEOS Investment Management LLC 0.01% New 3,269 $400K
ASR Vermogensbeheer N.V. 0.01% — 3,250 $397K
Guggenheim Capital LLC 0.00% Reduce -10.3% 3,160 $386K
Johnson Financial Group, Inc. 0.02% New 3,112 $381K
Acadian Asset Management LLC 0.00% Reduce -95.7% 3,070 $375K
Investment Management Corp of Ontario 0.01% New 3,060 $374K
Curi Capital, LLC 0.01% No change 3,001 $370K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.6% 3,004 $367K
Kestra Private Wealth Services, LLC 0.01% New 3,000 $367K
William Blair Investment Management, LLC 0.00% Reduce -0.3% 2,950 $361K
Coldstream Capital Management Inc. 0.01% Add +0.3% 2,918 $357K
FJ Capital Management LLC 0.04% New 2,910 $356K
Investment Advisory Services Inc. /TX 0.12% No change 2,814 $344K
Versor Investments LP 0.06% New 2,811 $344K
Farringdon Capital, Ltd. 0.17% New 2,757 $337K
HighPoint Advisor Group LLC 0.02% Add +0.9% 2,966 $335K
Applied Finance Capital Management, LLC 0.02% Add +6.6% 2,737 $335K
True North Advisors, LLC 0.06% No change 2,711 $332K
United Services Automobile Association 0.01% New 2,702 $330K
MBB Public Markets I LLC 0.04% New 2,700 $330K
Lido Advisors, LLC 0.00% Add +35.2% 2,641 $326K
Quadrant Capital Group LLC 0.01% Add +580.8% 2,621 $321K
Arkadios Wealth Advisors 0.01% Add +18.3% 2,566 $314K
Davidson Trust Co. 0.15% Reduce -6.2% 2,561 $313K
Inspire Investing, LLC 0.04% Add +13.7% 2,556 $313K
Evergreen Capital Management LLC 0.01% New 2,527 $312K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -41.0% 2,524 $309K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +5.4% 2,523 $309K
Wealthfront Advisers LLC 0.00% Add +13.6% 2,514 $307K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 2,509 $307K
Joel Isaacson & Co., LLC 0.01% No change 2,500 $306K
Bailard, Inc. 0.01% No change 2,500 $306K
Praxis Investment Management Inc. 0.02% No change 2,490 $305K
BBR Partners, LLC 0.02% No change 2,491 $305K
Versant Capital Management, Inc 0.05% Add +242.2% 2,450 $300K
Bessemer Group Inc. 0.00% Reduce -93.5% 2,441 $299K
Harvest Fund Management Co., Ltd 0.01% Add +340.3% 2,439 $298K
Ieq Capital, LLC 0.00% Reduce -46.2% 2,378 $291K
AlTi Global, Inc. 0.01% Add +11.5% 2,323 $287K
Vestcor Inc 0.01% Reduce -27.9% 2,339 $286K
Rossby Financial, LCC 0.12% Reduce -16.7% 2,500 $285K
Janney Montgomery Scott LLC 0.00% Add +0.1% 2,319 $284K
Kera Capital Partners, Inc. 0.08% Add +18.0% 2,317 $283K
Compound Planning, Inc. 0.01% Reduce -1.6% 2,297 $281K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.7% 2,280 $279K
Warwick Investment Management, Inc. 0.06% New 2,276 $278K
D.A. Davidson & Co. 0.00% Reduce -2.0% 2,270 $278K
Glenmede Trust Co. NA 0.00% Add +29.7% 2,268 $277K
Cwm, LLC 0.00% Reduce -3.4% 2,246 $275K
Choreo, LLC 0.00% Add +22.9% 2,164 $267K
V-Square Quantitative Management LLC 0.04% No change 2,176 $266K
Klingman & Associates, LLC 0.02% Add +1.5% 2,154 $263K
Exchange Traded Concepts, LLC 0.00% Add +1.6% 2,140 $262K
Greenleaf Trust 0.00% Add +1.0% 2,112 $258K
Snowden Capital Advisors LLC 0.01% Reduce -6.7% 2,041 $252K
Linscomb Wealth, Inc. 0.01% Add +0.2% 2,046 $250K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -50.9% 2,033 $249K
Cetera Trust Company, N.A 0.16% No change 2,025 $248K
GF Fund Management Co. LTD. 0.01% Add +4.3% 2,021 $247K
Traynor Capital Management, Inc. 0.02% No change 2,000 $245K
Formidable Asset Management, LLC 0.04% No change 1,999 $244K
Moody Aldrich Partners LLC 0.05% Reduce -28.1% 1,986 $243K
Hamilton Capital Partners Inc. 0.02% Add +74.4% 1,979 $242K
Tectonic Advisors LLC 0.01% Add +0.9% 1,933 $236K
Miller Howard Investments Inc. 0.01% Reduce -71.2% 1,909 $233K
Mufg Securities Americas Inc. 0.03% Add +19.9% 1,889 $231K
Concurrent Investment Advisors, LLC 0.01% Reduce -2.1% 1,846 $226K
Dimension Capital Management LLC 0.04% No change 1,839 $225K
Round Rock Advisors LLC 0.04% New 1,805 $221K
Moors & Cabot, Inc. 0.01% Add +4.1% 1,801 $220K
Doliver Advisors, LP 0.06% Reduce -0.7% 1,789 $219K
Bahl & Gaynor LLC 0.00% No change 1,785 $218K
Argent Trust Co 0.01% New 1,775 $217K
CreativeOne Wealth, LLC 0.01% Reduce -3.8% 1,772 $217K
Prudential PLC 0.00% No change 1,770 $216K
Steward Partners Investment Advisory, LLC 0.00% Reduce -58.5% 1,745 $213K
Canton Hathaway, LLC 0.04% Add +11.2% 1,740 $213K
Landscape Capital Management, L.L.C. 0.02% New 1,738 $213K
First Affirmative Financial Network 0.13% Reduce -19.5% 1,721 $211K
Tufton Capital Management 0.04% New 1,700 $208K
Avestar Capital, LLC 0.02% New 1,699 $208K
Brookwood Investment Group LLC 0.04% — 1,665 $204K
Optas, LLC 0.04% New 1,653 $202K
Checchi Capital Advisers, LLC 0.01% New 1,637 $200K
Horizon Investments, LLC 0.01% Add +5.0% 1,540 $188K
TD Private Client Wealth LLC 0.01% Add +20.6% 1,478 $181K
Wilmington Savings Fund Society, FSB 0.00% No change 1,383 $169K
Federated Hermes, Inc. 0.00% Reduce -8.1% 1,347 $165K
Signaturefd, LLC 0.00% Add +8.5% 1,333 $163K
Virtus Investment Advisers, LLC 0.04% Reduce -77.2% 1,304 $159K
Mather Group, Llc. 0.00% Add +341.6% 1,254 $153K
Parallel Advisors, LLC 0.00% Reduce -5.3% 1,191 $146K
Siemens Fonds Invest GmbH 0.01% New 1,158 $142K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -44.6% 1,078 $134K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,065 $131K
CX Institutional 0.00% New 1,047 $128K
EverSource Wealth Advisors, LLC 0.01% Reduce -62.9% 1,007 $123K
Beaird Harris Wealth Management, LLC 0.01% New 971 $119K
Kestra Advisory Services, LLC 0.00% New 949 $116K
Brown Brothers Harriman & Co. 0.00% Add +9.2% 916 $112K
Trust Co. of Vermont 0.01% No change 900 $110K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +76.1% 900 $110K
Sunbelt Securities, Inc. 0.01% No change 833 $102K
Avalon Trust Co 0.01% New 826 $101K
Swedbank AB 0.00% No change 822 $101K
HWG Holdings LP 0.04% New 800 $98K
CIBC Private Wealth Group LLC 0.00% Add +19.9% 809 $86K
Brooklyn Investment Group 0.02% Add +352.9% 634 $78K
Covestor Ltd 0.05% Add +0.3% 623 $76K
Smartleaf Asset Management LLC 0.01% Add +16.8% 620 $76K
Parkside Financial Bank & Trust 0.01% Reduce -2.4% 612 $75K
Intact Investment Management Inc. 0.00% New 600 $73K
Founders Capital Management 0.04% No change 550 $67K
Catalyst Capital Advisors LLC 0.00% New 527 $64K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +10.3% 516 $63K
Kelly Lawrence W & Associates Inc. 0.02% No change 500 $61K
GeoWealth Management, LLC 0.00% Reduce -46.8% 496 $61K
Lindbrook Capital, LLC 0.01% Add +43.0% 459 $56K
Allworth Financial LP 0.00% Add +47.5% 491 $56K
Huntington National Bank 0.00% Add +5.4% 427 $52K
Harbor Capital Advisors, Inc. 0.00% Reduce -88.8% 414 $51K
Mowery & Schoenfeld Wealth Management, LLC 0.10% Reduce -4.3% 404 $49K
Farther Finance Advisors, LLC 0.00% Reduce -0.3% 401 $49K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.5% 399 $49K
National Pension Service 0.00% Add +74.2% 392 $48K
Spire Wealth Management 0.00% Add +0.8% 373 $46K
Arax Advisory Partners 0.00% Add +34.6% 362 $44K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 360 $44K
Simplex Trading, LLC 0.00% Add +30.6% 367 $44K
Quarry LP 0.01% Reduce -3.5% 356 $44K
DT Investment Partners, LLC 0.00% No change 340 $42K
Cromwell Holdings LLC 0.03% No change 335 $41K
American Capital Advisory, LLC 0.02% No change 328 $40K
Whittier Trust Co. 0.00% No change 328 $40K
Sentry Investment Management LLC 0.03% Reduce -14.2% 368 $40K
Tsfg, LLC 0.01% New 323 $40K
Cape Investment Advisory, Inc. 0.01% New 304 $37K
Kings Path Partners LLC 0.02% No change 300 $37K
City Holding Co. 0.01% No change 300 $37K
Bellwether Advisors, LLC 0.01% No change 270 $33K
Capital Analysts, LLC 0.00% Add +0.8% 251 $31K
Duncker Streett & Co. Inc. 0.01% No change 250 $31K
IAG Wealth Partners, LLC 0.00% No change 250 $31K
Quent Capital, LLC 0.00% No change 245 $30K
CVA Family Office, LLC 0.00% Add +12.1% 231 $28K
IFP Advisors, Inc 0.00% Add +28.5% 221 $27K
Private Trust Co. NA 0.00% Add +247.4% 198 $24K
Riverview Trust Co 0.02% No change 175 $21K
Trifecta Capital Advisors, LLC 0.00% No change 167 $20K
UMB Bank, n.a. 0.00% Reduce -26.1% 167 $20K
Group One Trading LLC 0.00% No change 125 $15K
Jones Financial Companies LLLP 0.00% Reduce -78.0% 123 $15K
BOK Financial Private Wealth, Inc. 0.00% Add +1916.7% 121 $15K
Larson Financial Group LLC 0.00% Add +972.7% 118 $14K
Peregrine Capital Management LLC 0.00% No change 110 $13K
Keystone Global Partners, LLC 0.01% — 109 $13K
Wayfinding Financial, LLC 0.01% New 112 $13K
Meeder Asset Management Inc. 0.00% Reduce -17.1% 102 $12K
Missouri Trust & Investment Co 0.00% Reduce -28.6% 100 $12K
Hollencrest Capital Management 0.00% No change 100 $12K
CENTRAL TRUST Co 0.00% No change 100 $12K
PSI Advisors, LLC 0.00% No change 96 $12K
Glen Eagle Advisors, LLC 0.00% Reduce -1.1% 91 $11K
Prestige Wealth Management Group LLC 0.00% No change 87 $11K
Farmers & Merchants Investments Inc. 0.00% No change 75 $9K
Pinnacle Bancorp, Inc. 0.00% No change 72 $9K
Guardian Wealth Management, Inc. 0.01% Reduce -16.5% 71 $9K
Blue Trust, Inc. 0.00% Add +108.8% 71 $9K
Archer Investment Corp 0.00% No change 66 $8K
Eastern Bank 0.00% Reduce -55.7% 66 $8K
Cornerstone Planning Group LLC 0.00% Add +2033.3% 64 $7K
True Wealth Design, LLC 0.00% New 58 $7K
Assetmark, Inc. 0.00% Add +41.5% 58 $7K
Smithfield Trust Co 0.00% No change 60 $7K
GW&K Investment Management, LLC 0.00% Add +7.0% 61 $7K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 54 $7K
Creative Financial Designs Inc. 0.00% Add +116.7% 52 $6K
MV Capital Management, Inc. 0.00% No change 50 $6K
Asset Dedication, LLC 0.00% No change 50 $6K
Zions Bancorporation, National Association 0.00% — 48 $6K
Saudi Central Bank 0.03% New 42 $5K
Geneos Wealth Management Inc. 0.00% Reduce -73.1% 35 $4K
Whittier Trust Co. of Nevada Inc. 0.00% Add +77.8% 32 $4K
Colonial Trust Co / SC 0.00% No change 30 $4K
SouthState Bank Corp 0.00% New 30 $4K
Sachetta, LLC 0.00% No change 28 $3K
Key Financial Inc 0.00% No change 26 $3K
Clearstead Trust, LLC 0.00% New 25 $3K
Painted Porch Advisors LLC 0.00% Reduce -12.0% 22 $3K
Investors Research Corp 0.00% No change 22 $3K
NewEdge Advisors, LLC 0.00% Reduce -84.1% 20 $2K
Bruce G. Allen Investments, LLC 0.00% No change 19 $2K
Rialto Wealth Management, LLC 0.00% New 19 $2K
Activest Wealth Management 0.00% Add +1800.0% 19 $2K
Continuum Advisory, LLC 0.00% No change 17 $2K
Harbour Investments, Inc. 0.00% Reduce -27.3% 16 $2K
Dunhill Financial, LLC 0.00% Reduce -28.6% 15 $2K
TFC Financial Management, Inc. 0.00% No change 15 $2K
Financial Management Professionals, Inc. 0.00% Add +66.7% 15 $2K
Grove Bank & Trust 0.00% No change 15 $2K
Physician Wealth Advisors, Inc. 0.00% Add +133.3% 14 $2K
Private Wealth Management Group, LLC 0.00% No change 10 $1K
Raffa Wealth Management, LLC 0.00% No change 10 $1K
Horizon Financial Services, LLC 0.00% New 9 $1K
Bell Investment Advisors, Inc 0.00% No change 9 $1K
Capital Advisors, Ltd. LLC 0.00% No change 6 $1K
Picton Mahoney Asset Management 0.00% No change 9 $1K
NewSquare Capital LLC 0.00% Add +100.0% 8 $978
Mattson Financial Services, LLC 0.00% No change 7 $856
Clark Wealth Partners 0.00% No change 6 $734
Rise Advisors, LLC 0.00% New 6 $734
WealthTrak Capital Management LLC 0.00% No change 5 $612
Greenline Partners, LLC 0.00% New 4 $489
Bogart Wealth, LLC 0.00% New 4 $489
Winnacle Wealth LLC 0.00% Add +50.0% 3 $295
CoreCap Advisors, LLC 0.00% New 2 $245
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.6% 1 $122
AdvisorNet Financial, Inc 0.00% Reduce -83.3% 1 $122
Principia Wealth Advisory, LLC 0.00% Reduce -50.0% 1 $112
Retirement Wealth Solutions LLC 0.00% No change 1 $85
Avion Wealth 0.00% New 5 $0
Hemington Wealth Management 0.00% No change 3 $0

"% of holder's portfolio" is CPT's weight in each manager's 13F, not the share of Camden Property Trust the manager owns.