Position in DEI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,781
-$894 QoQ
Shares Held
151
-46.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 282 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEI Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $95,343 across 4 REIT - Office names. DEI ranks #4 (1.9% of the industry book) .
All Filings in DEI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,781 | 151 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,675 | 284 | Shares | Defined | 2026-04-27 | |
| 2023-06-30 | $1,558 | 124 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $627 | 40 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,656 | 74 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,473 | 74 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $2,479 | 74 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,339 | 74 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,487 | 74 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,323 | 74 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,159 | 74 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,907 | 76 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,250 | 41 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||