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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in CDP — Copt Defense Properties

CIK 1632972 PLYMOUTH, MN

Position in CDP

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$780,456
+$210,868 QoQ
Shares Held
21,447
+15.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#170
of 323 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in CDP Over Time

Shares Held

Position Value (USD)

Position in REIT - Office

Real Estate · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $22,068,423 across 14 REIT - Office names. CDP ranks #9 (3.5% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CDP

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $780,456 21,447
2026-03-31 $569,588 18,614
2025-12-31 $577,684 20,780
2025-09-30 $588,959 20,267
2025-06-30 $558,908 20,265
2025-03-31 $477,688 17,517
2024-12-31 $422,498 13,651
2024-09-30 $389,376 12,838
2024-06-30 $394,022 15,742
2024-03-31 $321,968 13,321
2023-12-31 $332,395 12,969
2023-09-30 $264,870 11,115