Position in CDP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,002
New position
Shares Held
110
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 323 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Office
Real Estate · as of Jun 30, 2026LifeSteps Financial, Inc. holds $4,024 across 2 REIT - Office names. CDP ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDP |
Copt Defense Properties
This page
|
110 | $4,002 | |
| 2 | NLOP |
Net Lease Office Properties
|
2 | $22 |
All Filings in CDP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,002 | 110 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||