Position in CDP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$539,663
+$148,473 QoQ
Shares Held
14,830
+16.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#184
of 323 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $11,990,344 across 14 REIT - Office names. CDP ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
64,575 | $3,412,788 | |
| 2 | VNO |
Vornado Realty Trust
|
48,812 | $1,918,311 | |
| 3 | SLG |
Sl Green Realty Corp
|
29,537 | $1,529,130 | |
| 4 | BXP |
BXP, Inc.
|
19,042 | $1,262,675 | |
| 5 | HIW |
Highwoods Properties, Inc.
|
22,988 | $693,318 | |
| 6 | CUZ |
Cousins Properties Inc
|
18,960 | $568,420 | |
| 7 | KRC |
Kilroy Realty Corp
|
15,019 | $562,761 | |
| 8 | CDP |
Copt Defense Properties
This page
|
14,830 | $539,663 |
All Filings in CDP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,663 | 14,830 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $391,190 | 12,784 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $350,363 | 12,603 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $358,629 | 12,341 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $320,424 | 11,618 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $310,932 | 11,402 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $345,928 | 11,177 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $356,195 | 11,744 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $304,615 | 12,170 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $282,813 | 11,701 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||