Position in CDP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,422
+$4,504 QoQ
Shares Held
149
+396.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#284
of 322 holders
Holding Since
Jun 2024
9 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, 2026Clearstead Advisors, LLC holds $176,916 across 17 REIT - Office names. CDP ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
1,131 | $59,773 | |
| 2 | BXP |
BXP, Inc.
|
817 | $54,175 | |
| 3 | KRC |
Kilroy Realty Corp
|
613 | $22,969 | |
| 4 | VNO |
Vornado Realty Trust
|
365 | $14,344 | |
| 5 | CUZ |
Cousins Properties Inc
|
321 | $9,623 | |
| 6 | CDP |
Copt Defense Properties
This page
|
149 | $5,422 | |
| 7 | HPP |
Hudson Pacific Properties, Inc.
|
162 | $2,460 | |
| 8 | DEI |
Douglas Emmett Inc
|
196 | $2,312 |
All Filings in CDP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,422 | 149 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $918 | 30 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,349 | 732 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $20,632 | 710 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $120,965 | 4,386 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $114,343 | 4,193 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $129,773 | 4,193 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $175,580 | 5,789 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $144,898 | 5,789 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||