LRI Investments, LLC

Position in CDP — Copt Defense Properties

CIK 2023325 PALM BEACH GARDENS, FL

Position in CDP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$10,771

+$1,714 QoQ

Shares Held

296

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#271

of 323 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

LRI Investments, LLC holds $46,353 across 6 REIT - Office names. CDP ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VNO	Vornado Realty Trust	284	$11,161
2	CDP	Copt Defense Properties This page	296	$10,771
3	NLOP	Net Lease Office Properties	848	$9,438
4	BXP	BXP, Inc.	130	$8,620
5	HIW	Highwoods Properties, Inc.	170	$5,127
6	ONL	Orion Properties Inc.	428	$1,236

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,771	296	0.0%	Shares	Sole	2026-07-14
2026-03-31	$9,057	296	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.