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Legacy Wealth Asset Management’s Camden Property Trust CPT Stock Holding History

Legacy Wealth Asset Management’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
2026
Q3 		$761K Buy
7,867
+1,338
+20% +$145K 0.17% 174
2026
Q2 		$748K Buy
6,529
+1,058
+19% +$113K 0.16% 192
2026
Q1 		$534K Sell
5,471
-603
-10% -$63.9K 0.13% 248
2025
Q4 		$669K Buy
6,074
+93
+2% +$9.67K 0.16% 201
2025
Q3 		$639K Buy
5,981
+66
+1% +$7.25K 0.16% 214
2025
Q2 		$667K Sell
5,915
-4
-0.1% -$462 0.17% 187
2025
Q1 		$724K Sell
5,919
-28
-0.5% -$3.29K 0.2% 151
2024
Q4 		$690K Buy
5,947
+46
+0.8% +$5.51K 0.19% 166
2024
Q3 		$729K Buy
5,901
+51
+0.9% +$6.03K 0.2% 153
2024
Q2 		$638K Buy
5,850
+559
+11% +$57.7K 0.18% 173
2024
Q1 		$521K Buy
5,291
+885
+20% +$85.6K 0.14% 224
2023
Q4 		$437K Buy
4,406
+10
+0.2% +$926 0.14% 244
2023
Q3 		$416K Sell
4,396
-11
-0.2% -$1.17K 0.15% 235
2023
Q2 		$480K Buy
4,407
+91
+2% +$9.81K 0.17% 207
2023
Q1 		$452K Sell
4,316
-26
-0.6% -$2.96K 0.16% 217
2022
Q4 		$486K Buy
4,342
+32
+0.7% +$3.66K 0.19% 182
2022
Q3 		$515K Buy
4,310
+131
+3% +$17.5K 0.23% 156
2022
Q2 		$562K Buy
4,179
+689
+20% +$102K 0.23% 159
2022
Q1 		$580K Buy
3,490
+87
+3% +$14.3K 0.21% 174
2021
Q4 		$608K Buy
3,403
+94
+3% +$15.5K 0.21% 179
2021
Q3 		$488K Sell
3,309
-830
-20% -$122K 0.22% 175
2021
Q2 		$549K Sell
4,139
-824
-17% -$102K 0.24% 154
2021
Q1 		$545K Buy
4,963
+43
+0.9% +$4.47K 0.25% 164
2020
Q4 		$492K Buy
+4,920
New +$476K 0.25% 161

Other funds holding CPT

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Legacy Wealth Asset Management's CPT Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Camden Property Trust (CPT) stake by 20% in Q3 2026, buying an estimated $145K and bringing the position to 7,867 shares worth $761K. The position accounts for 0.17% of the portfolio, ranked #174.

Legacy Wealth Asset Management first reported a position in CPT in Q4 2020 and has held it in 24 quarters since. 22 funds tracked by Wall St. Rank hold CPT as of Q3 2026.

  • Legacy Wealth Asset Management held 7,867 shares of Camden Property Trust worth $761K as of Q3 2026.
  • Legacy Wealth Asset Management bought 1,338 Camden Property Trust shares in Q3 2026, an estimated $145K.
  • Camden Property Trust made up 0.17% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #174 holding.
  • Legacy Wealth Asset Management first reported a position in Camden Property Trust in Q4 2020 and has held it in 24 quarters since.
  • 22 funds tracked by Wall St. Rank held Camden Property Trust as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.