Steward Partners Investment Advisory, LLC
Position in CDP — Copt Defense Properties
CIK 1723397
STAMFORD, CT
Position in CDP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,395
+$14,928 QoQ
Shares Held
533
+265.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#263
of 326 holders
Holding Since
Mar 2021
10 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, 2026Steward Partners Investment Advisory, LLC holds $842,167 across 14 REIT - Office names. CDP ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNO |
Vornado Realty Trust
|
8,882 | $349,062 | |
| 2 | BXP |
BXP, Inc.
|
3,704 | $245,612 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
|
3,192 | $168,697 | |
| 4 | CDP |
Copt Defense Properties
This page
|
533 | $19,395 | |
| 5 | SLG |
Sl Green Realty Corp
|
345 | $17,860 | |
| 6 | NLOP |
Net Lease Office Properties
|
1,562 | $17,385 | |
| 7 | DEA |
Easterly Government Properties, Inc.
|
490 | $12,215 | |
| 8 | KRC |
Kilroy Realty Corp
|
96 | $3,597 |
All Filings in CDP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,395 | 533 | Shares | Sole | 2026-08-13 | |
| 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 | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||