Mowery & Schoenfeld Wealth Management, LLC
Position in CPT — Camden Property Trust
CIK 2019946
LINCOLNSHIRE, IL
Position in CPT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$46,253
+$6,799 QoQ
Shares Held
404
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#455
of 569 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $46,253 across 1 REIT - Residential name. CPT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
This page
|
404 | $46,253 |
All Filings in CPT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,253 | 404 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $39,454 | 404 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $48,435 | 440 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $43,139 | 404 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $45,526 | 404 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $49,409 | 404 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $48,968 | 422 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $49,906 | 404 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $44,080 | 404 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $39,753 | 404 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||