Position in CDP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$804,871
-$411,156 QoQ
Shares Held
26,303
-39.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 54.050868722198985.ToString("F0")%
Shared 0.ToString("F0")%
None 45.94913127780101.ToString("F0")%
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $24,000,570 across 17 REIT - Office names. CDP ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
118,686 | $5,509,404 | |
| 2 | BXP |
BXP, Inc.
|
91,070 | $4,726,533 | |
| 3 | PKST |
Peakstone Realty Trust
|
209,623 | $4,379,024 | |
| 4 | KRC |
Kilroy Realty Corp
|
45,736 | $1,290,212 | |
| 5 | PSTL |
Postal Realty Trust, Inc.
|
61,602 | $1,143,333 | |
| 6 | PDM |
Piedmont Realty Trust, Inc.
|
173,772 | $1,141,682 | |
| 7 | NLOP |
Net Lease Office Properties
|
93,365 | $1,075,564 | |
| 8 | CDP |
Copt Defense Properties
This page
|
26,303 | $804,871 |
All Filings in CDP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $804,871 | 26,303 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,216,027 | 43,742 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,277,390 | 43,957 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,239,059 | 44,926 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,324,013 | 48,552 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,521,532 | 49,161 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,517,197 | 50,023 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,206,796 | 48,214 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,099,396 | 45,486 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $786,097 | 30,671 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $736,084 | 30,889 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $635,241 | 26,747 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $665,444 | 28,066 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $797,343 | 30,738 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $700,361 | 30,149 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $773,076 | 29,518 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $851,890 | 29,849 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $774,769 | 27,700 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||