Position in CDP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$24,199
+$4,921 QoQ
Shares Held
665
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#258
of 319 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $340,223 across 18 REIT - Office names. CDP ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
2,992 | $158,127 | |
| 2 | KRC |
Kilroy Realty Corp
|
1,078 | $40,392 | |
| 3 | HPP |
Hudson Pacific Properties, Inc.
|
1,631 | $24,774 | |
| 4 | CDP |
Copt Defense Properties
This page
|
665 | $24,199 | |
| 5 | BXP |
BXP, Inc.
|
341 | $22,611 | |
| 6 | PSTL |
Postal Realty Trust, Inc.
|
593 | $14,611 | |
| 7 | VNO |
Vornado Realty Trust
|
345 | $13,558 | |
| 8 | SLG |
Sl Green Realty Corp
|
241 | $12,476 |
All Filings in CDP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,199 | 665 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $19,278 | 630 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $17,597 | 633 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,930 | 617 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $15,499 | 562 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,554 | 57 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,764 | 57 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,607 | 53 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,326 | 53 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,281 | 53 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,358 | 53 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,262 | 53 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,258 | 53 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $2 | 68 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,579 | 68 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,780 | 68 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,940 | 68 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||