Position in DEI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$192,033
+$47,568 QoQ
Shares Held
16,274
+6.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#176
of 282 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in DEI Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $20,175,787 across 17 REIT - Office names. DEI ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
|
60,170 | $3,989,872 | |
| 2 | ARE |
Alexandria Real Estate Equities, Inc.
|
73,142 | $3,865,554 | |
| 3 | KRC |
Kilroy Realty Corp
|
46,159 | $1,729,577 | |
| 4 | PSTL |
Postal Realty Trust, Inc.
|
67,969 | $1,674,756 | |
| 5 | PDM |
Piedmont Realty Trust, Inc.
|
177,256 | $1,621,892 | |
| 6 | SLG |
Sl Green Realty Corp
|
25,110 | $1,299,944 | |
| 7 | VNO |
Vornado Realty Trust
|
24,926 | $979,591 | |
| 8 | CDP |
Copt Defense Properties
|
26,266 | $955,819 |
All Filings in DEI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,033 | 16,274 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $144,465 | 15,336 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $144,562 | 13,154 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $393,671 | 25,284 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $415,419 | 27,621 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $499,264 | 31,204 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $589,242 | 31,748 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $553,279 | 31,490 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $252,850 | 18,997 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $298,579 | 21,527 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $321,668 | 22,184 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $361,197 | 28,307 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $270,430 | 21,514 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $308,274 | 25,002 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $390,040 | 24,875 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $653,351 | 36,439 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $620,575 | 27,729 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $827,245 | 24,753 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $620,319 | 18,517 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $585,132 | 18,511 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $589,022 | 17,520 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $414,134 | 13,189 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $217,011 | 7,437 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $258,862 | 8,443 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $324,016 | 10,620 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||