Position in CDP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$266,884
+$56,577 QoQ
Shares Held
7,334
-3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#217
of 323 holders
Holding Since
Jun 2024
8 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, 2026Atria Investments, Inc holds $4,976,336 across 7 REIT - Office names. CDP ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNO |
Vornado Realty Trust
|
32,126 | $1,262,551 | |
| 2 | BXP |
BXP, Inc.
|
14,977 | $993,124 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
|
18,038 | $953,308 | |
| 4 | CUZ |
Cousins Properties Inc
|
30,147 | $903,807 | |
| 5 | BDN |
Brandywine Realty Trust
|
116,228 | $368,442 | |
| 6 | CDP |
Copt Defense Properties
This page
|
7,334 | $266,884 | |
| 7 | HIW |
Highwoods Properties, Inc.
|
7,567 | $228,220 |
All Filings in CDP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,884 | 7,334 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $210,307 | 7,565 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $276,564 | 9,517 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $338,875 | 12,287 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $348,810 | 12,791 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $407,487 | 13,166 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $402,054 | 13,256 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $203,268 | 8,121 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||