Position in CDP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$18,195
+$2,895 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 323 holders
Holding Since
Dec 2021
19 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, 2026VALLEY NATIONAL ADVISERS INC holds $19,057 across 2 REIT - Office names. CDP ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDP |
Copt Defense Properties
This page
|
500 | $18,195 | |
| 2 | BXP |
BXP, Inc.
|
13 | $862 |
All Filings in CDP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,195 | 500 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $15,300 | 500 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $13,900 | 500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,530 | 500 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,790 | 500 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $13,635 | 500 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $15,475 | 500 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,165 | 500 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $13,015 | 520 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $12,085 | 500 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $12,815 | 500 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $11,915 | 500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,875 | 500 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $11,855 | 500 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $12,970 | 500 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $11,615 | 500 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $13,095 | 500 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $14,270 | 500 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $13,985 | 500 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||