WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CPT — Camden Property Trust
CIK 1632972
PLYMOUTH, MN
Position in CPT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,511,954
+$758,215 QoQ
Shares Held
13,206
+71.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 99 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $52,897,174 across 15 REIT - Residential names. CPT ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
140,661 | $19,543,439 | |
| 2 | SUI |
Sun Communities Inc
|
62,709 | $7,519,436 | |
| 3 | AMH |
American Homes 4 Rent
|
171,746 | $5,756,925 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
15,297 | $4,460,452 | |
| 5 | INVH |
Invitation Homes Inc.
|
118,326 | $3,574,628 | |
| 6 | MRP |
Millrose Properties, Inc.
|
107,150 | $3,219,857 | |
| 7 | AVB |
Avalonbay Communities Inc
|
9,589 | $1,809,348 | |
| 8 | CPT |
Camden Property Trust
This page
|
13,206 | $1,511,954 |
All Filings in CPT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,511,954 | 13,206 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $753,739 | 7,718 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,156,940 | 10,510 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $823,807 | 7,715 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $650,897 | 5,776 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $367,389 | 3,004 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $354,154 | 3,052 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $370,590 | 3,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $310,417 | 2,845 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $279,652 | 2,842 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $236,707 | 2,384 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $264,445 | 2,796 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||