Private Wealth Management Group, LLC
Position in CDP — Copt Defense Properties
CIK 2011342
PRINCETON, NJ
Position in CDP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$181
+$28 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 322 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Private Wealth Management Group, LLC holds $60,212 across 11 REIT - Office names. CDP ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUZ |
Cousins Properties Inc
|
580 | $17,388 | |
| 2 | VNO |
Vornado Realty Trust
|
376 | $14,776 | |
| 3 | SLG |
Sl Green Realty Corp
|
281 | $14,547 | |
| 4 | PDM |
Piedmont Realty Trust, Inc.
|
374 | $3,422 | |
| 5 | BXP |
BXP, Inc.
|
38 | $2,519 | |
| 6 | HIW |
Highwoods Properties, Inc.
|
79 | $2,382 | |
| 7 | KRC |
Kilroy Realty Corp
|
62 | $2,323 | |
| 8 | HPP |
Hudson Pacific Properties, Inc.
|
90 | $1,367 |
All Filings in CDP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181 | 5 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $153 | 5 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $139 | 5 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $145 | 5 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $137 | 5 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||