Legacy Wealth Asset Management, LLC

Position in CPT — Camden Property Trust

CIK 1846151 WOODBURY, MN

Position in CPT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$747,505

+$213,208 QoQ

Shares Held

6,529

+19.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#284

of 569 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $1,447,053 across 4 REIT - Residential names. CPT ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPT	Camden Property Trust This page	6,529	$747,505
2	ESS	Essex Property Trust, Inc.	999	$291,298
3	AVB	Avalonbay Communities Inc	1,243	$234,541
4	IRT	Independence Realty Trust, Inc.	10,408	$173,709

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$747,505	6,529	+19.3%	Shares	Sole	2026-07-09
2026-03-31	$534,297	5,471	-9.9%	Shares	Sole	2026-04-08
2025-12-31	$668,625	6,074	+1.6%	Shares	Sole	2026-01-12
2025-09-30	$638,651	5,981	+1.1%	Shares	Sole	2025-10-14
2025-06-30	$666,561	5,915	-0.1%	Shares	Sole	2025-07-30
2025-03-31	$723,893	5,919	-0.5%	Shares	Sole	2025-04-09
2024-12-31	$690,089	5,947	+0.8%	Shares	Sole	2025-01-15
2024-09-30	$728,950	5,901	+0.9%	Shares	Sole	2024-10-23
2024-06-30	$638,293	5,850	+10.6%	Shares	Sole	2024-08-14
2024-03-31	$520,634	5,291	+20.1%	Shares	Sole	2024-04-19
2023-12-31	$437,471	4,406	+0.2%	Shares	Sole	2024-01-10
2023-09-30	$415,773	4,396	-0.2%	Shares	Sole	2023-11-01
2023-06-30	$479,790	4,407	+2.1%	Shares	Sole	2023-08-04
2023-03-31	$452,489	4,316	-0.6%	Shares	Sole	2023-04-24
2022-12-31	$485,782	4,342	+0.7%	Shares	Sole	2023-02-02
2022-09-30	$514,829	4,310	+3.1%	Shares	Sole	2022-10-14
2022-06-30	$561,991	4,179	+19.7%	Shares	Sole	2022-07-19
2022-03-31	$580,038	3,490	+2.6%	Shares	Sole	2022-05-12
2021-12-31	$608,048	3,403	+2.8%	Shares	Sole	2022-02-10
2021-09-30	$487,978	3,309	-20.1%	Shares	Sole	2021-10-19
2021-06-30	$549,121	4,139	-16.6%	Shares	Sole	2021-07-14
2021-03-31	$545,483	4,963	+0.9%	Shares	Sole	2021-04-20
2020-12-31	$491,606	4,920	—	Shares	Sole	2021-03-25
No filing history on record for this holder in this stock.