EverSource Wealth Advisors, LLC
Position in CDP — Copt Defense Properties
CIK 1710537
BIRMINGHAM, AL
Position in CDP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$53,162
-$21,009 QoQ
Shares Held
1,461
-39.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 51 holders
Holding Since
Dec 2021
17 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, 2026EverSource Wealth Advisors, LLC holds $1,033,778 across 17 REIT - Office names. CDP ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
4,904 | $259,174 | |
| 2 | VNO |
Vornado Realty Trust
|
3,853 | $151,418 | |
| 3 | BXP |
BXP, Inc.
|
1,816 | $120,415 | |
| 4 | CUZ |
Cousins Properties Inc
|
2,324 | $69,671 | |
| 5 | BDN |
Brandywine Realty Trust
|
21,636 | $68,584 | |
| 6 | HPP |
Hudson Pacific Properties, Inc.
|
3,836 | $58,267 | |
| 7 | HIW |
Highwoods Properties, Inc.
|
1,786 | $53,861 | |
| 8 | CDP |
Copt Defense Properties
This page
|
1,461 | $53,162 |
All Filings in CDP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,162 | 1,461 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $74,171 | 2,424 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $57,959 | 2,085 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $55,154 | 1,898 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $46,471 | 1,685 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,599 | 132 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,425 | 143 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,304 | 43 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,076 | 43 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $531 | 22 | Shares | Sole | 2024-06-11 | |
| 2023-09-30 | $4,932 | 207 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,916 | 207 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $474 | 20 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,586 | 331 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,689 | 331 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $30,589 | 1,168 | Shares | Sole | 2022-08-01 | |
| 2021-12-31 | $2,964 | 106 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||