LWMI
CPT icon

Legacy Wealth Management (Idaho)’s Camden Property Trust CPT Stock Holding History

Legacy Wealth Management (Idaho)’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
-25
Closed -$2.98K – 826
2024
Q4 		$2.98K Buy
25
+2
+9% +$239 ﹤0.01% 446
2024
Q3 		$2.84K Buy
+23
New +$2.72K ﹤0.01% 450

Other funds holding CPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CPT Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of Camden Property Trust (CPT) in Q1 2025, closing a stake of 25 shares — an estimated $2.98K sold.

Legacy Wealth Management (Idaho) first reported a position in CPT in Q3 2024 and held it in 2 quarters. The position peaked at $2.98K in Q4 2024. 621 funds tracked by Wall St. Rank hold CPT as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Camden Property Trust position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 25 Camden Property Trust shares in Q1 2025, an estimated $2.98K.
  • Legacy Wealth Management (Idaho) first reported a position in Camden Property Trust in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Camden Property Trust position peaked at $2.98K in Q4 2024.
  • 621 funds tracked by Wall St. Rank held Camden Property Trust as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.