Position in CDP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$278,929
+$52,367 QoQ
Shares Held
7,665
+3.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#215
of 322 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026HB Wealth Management, LLC holds $3,800,920 across 10 REIT - Office names. CDP ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
14,536 | $768,227 | |
| 2 | VNO |
Vornado Realty Trust
|
18,254 | $717,382 | |
| 3 | BXP |
BXP, Inc.
|
9,831 | $651,893 | |
| 4 | KRC |
Kilroy Realty Corp
|
10,338 | $387,364 | |
| 5 | SLG |
Sl Green Realty Corp
|
5,956 | $308,342 | |
| 6 | CDP |
Copt Defense Properties
This page
|
7,665 | $278,929 | |
| 7 | CUZ |
Cousins Properties Inc
|
8,132 | $243,797 | |
| 8 | PDM |
Piedmont Realty Trust, Inc.
|
22,340 | $204,411 |
All Filings in CDP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,929 | 7,665 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $226,562 | 7,404 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||