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 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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Hartford Investment Management Co (HIMCO) Hartford, Connecticut $3.52B AUM 42.49% 1-Year Est. Return