Position in DEI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,537
+$1,473 QoQ
Shares Held
215
+90.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 282 holders
Holding Since
Mar 2020
19 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, 2026IFP Advisors, Inc holds $340,223 across 18 REIT - Office names. DEI ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
2,992 | $158,127 | |
| 2 | KRC |
Kilroy Realty Corp
|
1,078 | $40,392 | |
| 3 | HPP |
Hudson Pacific Properties, Inc.
|
1,631 | $24,774 | |
| 4 | CDP |
Copt Defense Properties
|
665 | $24,199 | |
| 5 | BXP |
BXP, Inc.
|
341 | $22,611 | |
| 6 | PSTL |
Postal Realty Trust, Inc.
|
593 | $14,611 | |
| 7 | VNO |
Vornado Realty Trust
|
345 | $13,558 | |
| 8 | SLG |
Sl Green Realty Corp
|
241 | $12,476 |
All Filings in DEI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,537 | 215 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,064 | 113 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $527 | 48 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,942 | 189 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $752 | 50 | Shares | Sole | 2025-07-24 | |
| 2023-06-30 | $3,997 | 318 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,750 | 142 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $43 | 1,010 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $16,585 | 925 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $10,809 | 483 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,475 | 104 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $2,512 | 75 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,698 | 117 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $3,933 | 117 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,673 | 117 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,414 | 117 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,936 | 117 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,311 | 108 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,318 | 76 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||