Arkadios Wealth Advisors

Position in CDP — Copt Defense Properties

CIK 1800798 ATLANTA, GA

Position in CDP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$580,129

+$113,143 QoQ

Shares Held

15,942

+4.5% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#186

of 326 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Arkadios Wealth Advisors holds $2,130,644 across 5 REIT - Office names. CDP ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARE	Alexandria Real Estate Equities, Inc.	12,523	$661,840
2	CDP	Copt Defense Properties This page	15,942	$580,129
3	CUZ	Cousins Properties Inc	18,538	$555,769
4	BXP	BXP, Inc.	3,200	$212,191
5	PDM	Piedmont Realty Trust, Inc.	13,193	$120,715

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$580,129	15,942	+4.5%	Shares	Sole	2026-08-10
2026-03-31	$466,986	15,261	+8.1%	Shares	Sole	2026-05-18
2025-12-31	$392,396	14,115	+11.4%	Shares	Sole	2026-02-13
2025-09-30	$368,248	12,672	+4.5%	Shares	Sole	2025-10-29
2025-06-30	$334,600	12,132	+4.8%	Shares	Sole	2025-08-04
2025-03-31	$315,649	11,575	+43.6%	Shares	Sole	2025-05-08
2024-12-31	$249,457	8,060	+3.7%	Shares	Sole	2025-01-15
2024-09-30	$235,633	7,769	—	Shares	Sole	2024-10-24
No filing history on record for this holder in this stock.