Corient Private Wealth LLC

Position in CDP — Copt Defense Properties

CIK 1948780 MIAMI, FL

Position in CDP

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$462,516

-$14,997 QoQ

Shares Held

12,710

-18.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#195

of 323 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

Corient Private Wealth LLC holds $36,668,425 across 12 REIT - Office names. CDP ranks #8 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KRC	Kilroy Realty Corp	377,656	$14,150,770
2	HIW	Highwoods Properties, Inc.	351,950	$10,614,812
3	BXP	BXP, Inc.	41,139	$2,727,927
4	CUZ	Cousins Properties Inc	88,315	$2,647,683
5	VNO	Vornado Realty Trust	50,958	$2,002,649
6	ARE	Alexandria Real Estate Equities, Inc.	32,625	$1,724,231
7	SLG	Sl Green Realty Corp	23,995	$1,242,221
8	CDP	Copt Defense Properties This page	12,710	$462,516

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$462,516	12,710	-18.6%	Shares	Sole	2026-08-17
2026-03-31	$477,513	15,605	-0.5%	Shares	Sole	2026-05-15
2025-12-31	$435,931	15,681	-8.0%	Shares	Sole	2026-03-09
2025-09-30	$495,211	17,041	-15.5%	Shares	Sole	2025-11-14
2025-06-30	$556,012	20,160	+13.0%	Shares	Sole	2025-09-26
2025-03-31	$486,714	17,848	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$550,662	17,792	-4.0%	Shares	Sole	2025-02-10
2024-09-30	$562,045	18,531	-9.6%	Shares	Sole	2024-11-12
2024-06-30	$512,889	20,491	+0.5%	Shares	Sole	2024-08-13
2024-03-31	$492,874	20,392	-10.0%	Shares	Sole	2024-05-09
2023-12-31	$580,622	22,654	0.0%	Shares	Sole	2024-02-09
2023-09-30	$539,844	22,654	-0.4%	Shares	Sole	2023-11-03
2023-06-30	$540,383	22,753	-6.6%	Shares	Sole	2023-08-10
2023-03-31	$577,409	24,353	-12.7%	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.