Position in CDP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,574
+$2,478 QoQ
Shares Held
428
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#266
of 323 holders
Holding Since
Jun 2025
5 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, 2026Clearstead Trust, LLC holds $32,865 across 3 REIT - Office names. CDP ranks #1 (47.4% of the industry book) .
All Filings in CDP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,574 | 428 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,096 | 428 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,898 | 428 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,287 | 354 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,571 | 202 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||