Position in DEI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$826,401
+$268,653 QoQ
Shares Held
70,034
+18.3% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 282 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEI Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $101,295,162 across 13 REIT - Office names. DEI ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
|
433,514 | $28,746,313 | |
| 2 | CDP |
Copt Defense Properties
|
477,142 | $17,363,197 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
|
246,866 | $13,046,868 | |
| 4 | VNO |
Vornado Realty Trust
|
267,535 | $10,514,125 | |
| 5 | SLG |
Sl Green Realty Corp
|
201,937 | $10,454,278 | |
| 6 | CUZ |
Cousins Properties Inc
|
333,613 | $10,001,717 | |
| 7 | HIW |
Highwoods Properties, Inc.
|
195,594 | $5,899,115 | |
| 8 | KRC |
Kilroy Realty Corp
|
62,041 | $2,324,676 |
All Filings in DEI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,401 | 70,034 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $557,748 | 59,209 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $642,915 | 58,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,204,012 | 77,329 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,211,607 | 80,559 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,059,472 | 66,217 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $827,794 | 44,601 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $459,648 | 26,161 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $261,621 | 19,656 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $185,109 | 13,346 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $211,395 | 14,579 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $150,210 | 11,772 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $354,812 | 15,854 | Shares | Sole | 2022-08-03 | |
| 2020-12-31 | $486,080 | 16,658 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,232,736 | 49,113 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,501,358 | 48,968 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,855,252 | 60,808 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||