Skip to main content

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, 2026

Steward 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
4 CDP
Copt Defense Properties
This page
533 $19,395

All Filings in CDP

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,395 533
2026-03-31 $4,467 146
2025-12-31 $2,085 75
2025-09-30 $2,179 75
2025-06-30 $3,171 115
2025-03-31 $3,136 115
2024-12-31 $3,559 115
2024-09-30 $4,215 139
2024-06-30 $2,528 101
2021-03-31 $3,580 136