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, 2026WEALTH 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 |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
139,699 | $7,383,092 | |
| 2 | VNO |
Vornado Realty Trust
|
65,166 | $2,561,023 | |
| 3 | KRC |
Kilroy Realty Corp
|
63,265 | $2,370,539 | |
| 4 | BXP |
BXP, Inc.
|
29,767 | $1,973,849 | |
| 5 | CUZ |
Cousins Properties Inc
|
54,917 | $1,646,411 | |
| 6 | HIW |
Highwoods Properties, Inc.
|
48,679 | $1,468,158 | |
| 7 | HPP |
Hudson Pacific Properties, Inc.
|
71,004 | $1,078,550 | |
| 8 | DEI |
Douglas Emmett Inc
|
74,587 | $880,126 |
All Filings in CDP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,456 | 21,447 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $569,588 | 18,614 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $577,684 | 20,780 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $588,959 | 20,267 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $558,908 | 20,265 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $477,688 | 17,517 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $422,498 | 13,651 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $389,376 | 12,838 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $394,022 | 15,742 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $321,968 | 13,321 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $332,395 | 12,969 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $264,870 | 11,115 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||