EVOLVE PRIVATE WEALTH, LLC

Position in CDP — Copt Defense Properties

CIK 2111131 LOS ANGELES, CA

Position in CDP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$688,134

-$54,650 QoQ

Shares Held

18,910

-22.1% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#177

of 323 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Real Estate · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $1,966,347 across 4 REIT - Office names. CDP ranks #2 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARE	Alexandria Real Estate Equities, Inc.	14,872	$785,985
2	CDP	Copt Defense Properties This page	18,910	$688,134
3	CUZ	Cousins Properties Inc	9,343	$280,103
4	BXP	BXP, Inc.	3,199	$212,125

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$688,134	18,910	-22.1%	Shares	Defined	2026-08-12
2026-03-31	$742,784	24,274	+4.1%	Shares	Sole	2026-04-16
2025-12-31	$648,240	23,318	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.