Heritage Wealth Advisors

Position in CDP — Copt Defense Properties

CIK 1591122 RICHMOND, VA

Position in CDP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$58,224

+$9,264 QoQ

Shares Held

1,600

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#245

of 323 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Heritage Wealth Advisors holds $94,181 across 3 REIT - Office names. CDP ranks #1 (61.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDP	Copt Defense Properties This page	1,600	$58,224
2	HIW	Highwoods Properties, Inc.	1,017	$30,672
3	ARE	Alexandria Real Estate Equities, Inc.	100	$5,285

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,224	1,600	0.0%	Shares	Sole	2026-08-14
2026-03-31	$48,960	1,600	0.0%	Shares	Sole	2026-05-14
2025-12-31	$44,480	1,600	0.0%	Shares	Sole	2026-02-13
2025-09-30	$46,496	1,600	0.0%	Shares	Sole	2025-11-13
2025-06-30	$44,128	1,600	0.0%	Shares	Sole	2025-08-11
2025-03-31	$43,632	1,600	0.0%	Shares	Sole	2025-05-08
2024-12-31	$49,520	1,600	0.0%	Shares	Sole	2025-02-12
2024-09-30	$48,528	1,600	0.0%	Shares	Sole	2024-11-12
2024-06-30	$40,048	1,600	0.0%	Shares	Sole	2024-12-12
2024-03-31	$38,672	1,600	0.0%	Shares	Sole	2024-12-12
2023-12-31	$41,008	1,600	0.0%	Shares	Sole	2024-12-12
2023-09-30	$38,128	1,600	0.0%	Shares	Sole	2024-12-12
2023-06-30	$38,000	1,600	0.0%	Shares	Sole	2024-12-12
2023-03-31	$37,936	1,600	0.0%	Shares	Sole	2023-05-04
2022-12-31	$41,504	1,600	0.0%	Shares	Sole	2024-12-12
2022-09-30	$37,168	1,600	0.0%	Shares	Sole	2024-12-12
2022-06-30	$41,904	1,600	0.0%	Shares	Sole	2022-08-04
2022-03-31	$45,664	1,600	0.0%	Shares	Sole	2022-05-11
2021-12-31	$44,752	1,600	0.0%	Shares	Sole	2022-03-28
2021-09-30	$43,168	1,600	-0.9%	Shares	Sole	2021-11-02
2021-06-30	$45,203	1,615	+0.6%	Shares	Sole	2021-08-09
2021-03-31	$42,259	1,605	+0.3%	Shares	Sole	2021-04-27
2020-12-31	$41,728	1,600	0.0%	Shares	Sole	2021-02-01
2020-09-30	$37,952	1,600	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.