Position in CDP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$17,363,197
+$3,420,338 QoQ
Shares Held
477,142
+4.7% QoQ
Ownership
0.421%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 323 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $101,295,162 across 13 REIT - Office names. CDP ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
|
433,514 | $28,746,313 | |
| 2 | CDP |
Copt Defense Properties
This page
|
477,142 | $17,363,197 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
|
246,866 | $13,046,868 | |
| 4 | VNO |
Vornado Realty Trust
|
267,535 | $10,514,125 | |
| 5 | SLG |
Sl Green Realty Corp
|
201,937 | $10,454,278 | |
| 6 | CUZ |
Cousins Properties Inc
|
333,613 | $10,001,717 | |
| 7 | HIW |
Highwoods Properties, Inc.
|
195,594 | $5,899,115 | |
| 8 | KRC |
Kilroy Realty Corp
|
62,041 | $2,324,676 |
All Filings in CDP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,363,197 | 477,142 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,942,859 | 455,649 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,489,239 | 413,282 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,900,603 | 203,049 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,696,593 | 206,548 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,791,220 | 212,366 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,705,596 | 216,659 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,774,499 | 289,301 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,130,296 | 284,870 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,420,044 | 306,994 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,313,341 | 285,343 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,053,322 | 295,985 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,061,826 | 128,919 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,458,034 | 272,376 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,084,862 | 118,923 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,069,635 | 132,141 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,717,618 | 141,948 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,938,833 | 138,011 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,891,410 | 139,128 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,679,478 | 136,378 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,645,585 | 130,246 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,268,395 | 124,132 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,237,611 | 85,798 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,478,894 | 62,348 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,552,404 | 61,263 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,159,324 | 52,387 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||