Skip to main content

Curated Wealth Partners LLC

Position in CDP — Copt Defense Properties

CIK 1781284 EL SEGUNDO, CA

Position in CDP

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$2,183,400
New position
Shares Held
60,000
first reported quarter
Ownership
0.053%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 63 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in REIT - Office

Real Estate · as of Jun 30, 2026

Curated Wealth Partners LLC holds $13,543,371 across 3 REIT - Office names. CDP ranks #2 (16.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CDP
Copt Defense Properties
This page
60,000 $2,183,400

All Filings in CDP

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $2,183,400 60,000