Position in CDP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$32,896
+$7,345 QoQ
Shares Held
904
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#253
of 322 holders
Holding Since
Mar 2024
10 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, 2026ROTHSCHILD INVESTMENT LLC holds $3,599,574 across 16 REIT - Office names. CDP ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
32,472 | $1,716,145 | |
| 2 | VNO |
Vornado Realty Trust
|
14,907 | $585,845 | |
| 3 | BXP |
BXP, Inc.
|
6,848 | $454,090 | |
| 4 | KRC |
Kilroy Realty Corp
|
11,446 | $428,881 | |
| 5 | CUZ |
Cousins Properties Inc
|
9,678 | $290,146 | |
| 6 | CDP |
Copt Defense Properties
This page
|
904 | $32,896 | |
| 7 | HIW |
Highwoods Properties, Inc.
|
656 | $19,784 | |
| 8 | DEI |
Douglas Emmett Inc
|
1,453 | $17,145 |
All Filings in CDP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,896 | 904 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $25,551 | 835 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $22,351 | 804 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,283 | 698 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,929 | 215 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,226 | 155 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,487 | 145 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,487 | 115 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,376 | 55 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $241 | 10 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||