Position in CDP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$572,556
+$75,187 QoQ
Shares Held
18,711
+4.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0.3153225375447598.ToString("F0")%
Shared 0.ToString("F0")%
None 99.68467746245524.ToString("F0")%
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Creative Planning holds $26,188,258 across 14 REIT - Office names. CDP ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
|
248,527 | $5,609,254 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
118,846 | $5,516,831 | |
| 3 | KRC |
Kilroy Realty Corp
|
129,391 | $3,650,120 | |
| 4 | HIW |
Highwoods Properties, Inc.
|
153,770 | $3,292,215 | |
| 5 | BXP |
BXP, Inc.
|
47,518 | $2,466,184 | |
| 6 | VNO |
Vornado Realty Trust
|
83,580 | $2,172,244 | |
| 7 | PSTL |
Postal Realty Trust, Inc.
|
65,645 | $1,218,371 | |
| 8 | CDP |
Copt Defense Properties
This page
|
18,711 | $572,556 |
All Filings in CDP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $572,556 | 18,711 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $497,369 | 17,891 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $504,830 | 17,372 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $552,813 | 20,044 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $212,905 | 6,879 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||