EP Wealth Advisors, LLC

Position in CDP — Copt Defense Properties

CIK 1540569 TORRANCE, CA

Position in CDP

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$216,495

-$17,942 QoQ

Shares Held

7,075

-16.1% QoQ

Ownership

0.006%

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 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $1,385,545 across 4 REIT - Office names.

#	Ticker	Company	Shares	Value (USD)
1	KRC	Kilroy Realty Corp	11,450	$429,031
2	CUZ	Cousins Properties Inc	11,670	$349,866
3	HIW	Highwoods Properties, Inc.	10,785	$325,275
4	ARE	Alexandria Real Estate Equities, Inc.	5,324	$281,373

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$216,495	7,075	-16.1%	Shares	Sole	2026-05-14
2025-12-31	$234,437	8,433	-11.2%	Shares	Sole	2026-02-18
2025-06-30	$261,789	9,492	+2.5%	Shares	Sole	2025-08-14
2025-03-31	$252,656	9,265	+24.8%	Shares	Sole	2025-05-15
2024-12-31	$229,679	7,421	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.