Medallion Wealth Advisors, LLC

Position in CDP — Copt Defense Properties

CIK 2131139 FARMINGTON, CT

Position in CDP

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

Position Value

$72

New position

Shares Held

2

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#320

of 322 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Medallion Wealth Advisors, LLC holds $1,836 across 3 REIT - Office names. CDP ranks #2 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARE	Alexandria Real Estate Equities, Inc.	33	$1,744
2	CDP	Copt Defense Properties This page	2	$72
3	ONL	Orion Properties Inc.	7	$20

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72	2	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.