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Equibles

Allworth Financial LP

Position in CDP — Copt Defense Properties

CIK 1555170 FOLSOM, CA
Back to CDP Full portfolio

Position in CDP

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$745,412
+$142,715 QoQ
Shares Held
20,484
+4.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#174
of 327 holders
Holding Since
Dec 2021
15 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, 2026

Allworth Financial LP holds $3,059,508 across 17 REIT - Office names. CDP ranks #1 (24.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CDP
Copt Defense Properties
This page 		20,484 $745,412
2 CUZ
Cousins Properties Inc
 23,566 $706,508
3 ARE
Alexandria Real Estate Equities, Inc.
 9,479 $500,965
4 VNO
Vornado Realty Trust
 6,478 $254,585
5 BXP
BXP, Inc.
 3,253 $215,706
6 SLG
Sl Green Realty Corp
 2,554 $132,220
7 DEA
Easterly Government Properties, Inc.
 3,062 $76,335
8 KRC
Kilroy Realty Corp
 2,031 $76,101

All Filings in CDP

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $745,412 20,484
2026-03-31 $602,697 19,696
2025-12-31 $624,471 22,463
2025-09-30 $1,253,851 43,147
2025-06-30 $1,201,522 43,565
2025-03-31 $6,599 242
2024-12-31 $3,806 123
2024-09-30 $2,244 74
2024-06-30 $1,526 61
2024-03-31 $1,474 61
2023-12-31 $1,563 61
2023-09-30 $3,598 151
2023-03-31 $1,801 76
2022-12-31 $1,971 76
2021-12-31 $447 16