Position in CDP
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$3,060
+$280 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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 Mar 31, 2026Bell Investment Advisors, Inc holds $84,599 across 10 REIT - Office names. CDP ranks #3 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESBA |
Empire State Realty OP, L.P.
|
13,267 | $66,865 | |
| 2 | VNO |
Vornado Realty Trust
|
184 | $4,782 | |
| 3 | CDP |
Copt Defense Properties
This page
|
100 | $3,060 | |
| 4 | KRC |
Kilroy Realty Corp
|
94 | $2,651 | |
| 5 | SLG |
Sl Green Realty Corp
|
65 | $2,401 | |
| 6 | BXP |
BXP, Inc.
|
31 | $1,608 | |
| 7 | HIW |
Highwoods Properties, Inc.
|
70 | $1,498 | |
| 8 | ARE |
Alexandria Real Estate Equities, Inc.
|
21 | $974 |
All Filings in CDP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,060 | 100 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,780 | 100 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $5,114 | 176 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $4,854 | 176 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,263 | 193 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $5,447 | 176 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,338 | 176 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,955 | 198 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,915 | 162 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,843 | 228 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,385 | 226 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,823 | 161 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $924 | 39 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,556 | 60 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,858 | 80 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,545 | 59 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $1,090 | 39 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,052 | 39 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||