Global Retirement Partners, LLC
PensionPosition in CDP — Copt Defense Properties
CIK 1749744
San Rafael, CA
Position in CDP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$139,410
+$28,433 QoQ
Shares Held
3,831
-4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 323 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $1,192,507 across 16 REIT - Office names. CDP ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIW |
Highwoods Properties, Inc.
|
7,045 | $212,477 | |
| 2 | PDM |
Piedmont Realty Trust, Inc.
|
22,431 | $205,243 | |
| 3 | BXP |
BXP, Inc.
|
2,396 | $158,878 | |
| 4 | CDP |
Copt Defense Properties
This page
|
3,831 | $139,410 | |
| 5 | CUZ |
Cousins Properties Inc
|
4,279 | $128,284 | |
| 6 | VNO |
Vornado Realty Trust
|
2,498 | $98,171 | |
| 7 | KRC |
Kilroy Realty Corp
|
2,363 | $88,541 | |
| 8 | ARE |
Alexandria Real Estate Equities, Inc.
|
1,083 | $57,236 |
All Filings in CDP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,410 | 3,831 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $110,977 | 3,992 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $41,207 | 1,418 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $43,273 | 1,569 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $40,668 | 1,314 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $43,826 | 1,445 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $32,589 | 1,302 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $35,844 | 1,483 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $41,238 | 1,609 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $58,026 | 2,435 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $51,228 | 2,157 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $51,142 | 2,157 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $35,511 | 1,369 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $31,708 | 1,365 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $33,916 | 1,295 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $36,959 | 1,295 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $4,721 | 175 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $391 | 14 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $368 | 14 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $365 | 14 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $332 | 14 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $354 | 14 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $309 | 14 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||