Position in CDP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$602,697
-$21,774 QoQ
Shares Held
19,696
-12.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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 Mar 31, 2026Allworth Financial LP holds $1,853,226 across 19 REIT - Office names. CDP ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDP |
Copt Defense Properties
This page
|
19,696 | $602,697 | |
| 2 | CUZ |
Cousins Properties Inc
|
21,227 | $479,093 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
|
4,481 | $208,008 | |
| 4 | PKST |
Peakstone Realty Trust
|
4,982 | $104,073 | |
| 5 | BXP |
BXP, Inc.
|
1,491 | $77,382 | |
| 6 | SLG |
Sl Green Realty Corp
|
2,055 | $75,911 | |
| 7 | PDM |
Piedmont Realty Trust, Inc.
|
9,613 | $63,157 | |
| 8 | DEA |
Easterly Government Properties, Inc.
|
2,725 | $58,396 |
All Filings in CDP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $602,697 | 19,696 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $624,471 | 22,463 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,253,851 | 43,147 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,201,522 | 43,565 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,599 | 242 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,806 | 123 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,244 | 74 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,526 | 61 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,474 | 61 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,563 | 61 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,598 | 151 | Shares | Sole | 2023-10-31 | |
| 2023-03-31 | $1,801 | 76 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,971 | 76 | Shares | Sole | 2023-01-13 | |
| 2021-12-31 | $447 | 16 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||