Steward Partners Investment Advisory, LLC
Position in CDP — Copt Defense Properties
CIK 1723397
STAMFORD, CT
Position in CDP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,467
+$2,382 QoQ
Shares Held
146
+94.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
9 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $211,204 across 10 REIT - Office names. CDP ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKST |
Peakstone Realty Trust
|
2,995 | $62,565 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
1,184 | $54,961 | |
| 3 | VNO |
Vornado Realty Trust
|
2,026 | $52,655 | |
| 4 | SLG |
Sl Green Realty Corp
|
410 | $15,145 | |
| 5 | DEA |
Easterly Government Properties, Inc.
|
475 | $10,179 | |
| 6 | BXP |
BXP, Inc.
|
173 | $8,978 | |
| 7 | CDP |
Copt Defense Properties
This page
|
146 | $4,467 | |
| 8 | FSP |
Franklin Street Properties Corp /Ma/
|
1,800 | $1,188 |
All Filings in CDP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,467 | 146 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,085 | 75 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,179 | 75 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,171 | 115 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,136 | 115 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,559 | 115 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,215 | 139 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,528 | 101 | Shares | Sole | 2024-08-08 | |
| 2021-03-31 | $3,580 | 136 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||