Position in CDP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$923,978
+$351,422 QoQ
Shares Held
25,391
+35.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#153
of 323 holders
Holding Since
Dec 2024
6 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, 2026Creative Planning holds $61,292,200 across 17 REIT - Office names. CDP ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
|
574,773 | $17,231,694 | |
| 2 | KRC |
Kilroy Realty Corp
|
272,535 | $10,211,885 | |
| 3 | HIW |
Highwoods Properties, Inc.
|
279,152 | $8,419,223 | |
| 4 | ARE |
Alexandria Real Estate Equities, Inc.
|
144,134 | $7,617,481 | |
| 5 | VNO |
Vornado Realty Trust
|
168,047 | $6,604,246 | |
| 6 | BXP |
BXP, Inc.
|
81,928 | $5,432,644 | |
| 7 | PSTL |
Postal Realty Trust, Inc.
|
67,703 | $1,668,201 | |
| 8 | CDP |
Copt Defense Properties
This page
|
25,391 | $923,978 |
All Filings in CDP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,978 | 25,391 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||