Position in DEI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$68,109
+$55,166 QoQ
Shares Held
5,772
+320.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 282 holders
Holding Since
Sep 2021
18 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, 2026Allworth Financial LP holds $3,059,508 across 17 REIT - Office names. DEI ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDP |
Copt Defense Properties
|
20,484 | $745,412 | |
| 2 | CUZ |
Cousins Properties Inc
|
23,566 | $706,508 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
|
9,479 | $500,965 | |
| 4 | VNO |
Vornado Realty Trust
|
6,478 | $254,585 | |
| 5 | BXP |
BXP, Inc.
|
3,253 | $215,706 | |
| 6 | SLG |
Sl Green Realty Corp
|
2,554 | $132,220 | |
| 7 | DEA |
Easterly Government Properties, Inc.
|
3,062 | $76,335 | |
| 8 | KRC |
Kilroy Realty Corp
|
2,031 | $76,101 |
All Filings in DEI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,109 | 5,772 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,943 | 1,374 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,462 | 497 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,506 | 161 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,925 | 128 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,048 | 128 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,633 | 88 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,546 | 88 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,171 | 88 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,220 | 88 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,276 | 88 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,639 | 442 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,663 | 371 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $7,607 | 617 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6,554 | 418 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $107 | 6 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $31,825 | 950 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $12,928 | 409 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||