Position in CDP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$477,513
+$41,582 QoQ
Shares Held
15,605
-0.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 26.158282601730214.ToString("F0")%
Shared 0.10893944248638258.ToString("F0")%
None 73.7327779557834.ToString("F0")%
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $28,894,245 across 13 REIT - Office names. CDP ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIW |
Highwoods Properties, Inc.
|
389,944 | $8,348,701 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
172,077 | $7,987,814 | |
| 3 | KRC |
Kilroy Realty Corp
|
209,143 | $5,899,924 | |
| 4 | BXP |
BXP, Inc.
|
38,345 | $1,990,104 | |
| 5 | CUZ |
Cousins Properties Inc
|
68,028 | $1,535,391 | |
| 6 | VNO |
Vornado Realty Trust
|
47,908 | $1,245,128 | |
| 7 | CDP |
Copt Defense Properties
This page
|
15,605 | $477,513 | |
| 8 | SLG |
Sl Green Realty Corp
|
10,886 | $402,128 |
All Filings in CDP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $477,513 | 15,605 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $435,931 | 15,681 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $495,211 | 17,041 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $556,012 | 20,160 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $486,714 | 17,848 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $550,662 | 17,792 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $562,045 | 18,531 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $512,889 | 20,491 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $492,874 | 20,392 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $580,622 | 22,654 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $539,844 | 22,654 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $540,383 | 22,753 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $577,409 | 24,353 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $723,985 | 27,910 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||