Transamerica Financial Advisors, LLC
Position in CDP — Copt Defense Properties
CIK 1502149
CEDAR RAPIDS, IA
Position in CDP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$473
+$76 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#313
of 322 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $59,225 across 13 REIT - Office names. CDP ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEI |
Douglas Emmett Inc
|
3,139 | $37,040 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
162 | $8,561 | |
| 3 | BXP |
BXP, Inc.
|
104 | $6,896 | |
| 4 | HIW |
Highwoods Properties, Inc.
|
113 | $3,408 | |
| 5 | PSTL |
Postal Realty Trust, Inc.
|
56 | $1,379 | |
| 6 | CDP |
Copt Defense Properties
This page
|
13 | $473 | |
| 7 | VNO |
Vornado Realty Trust
|
10 | $393 | |
| 8 | BDN |
Brandywine Realty Trust
|
84 | $266 |
All Filings in CDP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473 | 13 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $397 | 13 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $361 | 13 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||