Position in ESBA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,040
-$1,260 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESBA Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026Allworth Financial LP holds $1,853,226 across 19 REIT - Office names. ESBA ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDP |
Copt Defense Properties
|
19,696 | $602,697 | |
| 2 | CUZ |
Cousins Properties Inc
|
21,227 | $479,093 | |
| 3 | ARE |
Alexandria Real Estate Equities, Inc.
|
4,481 | $208,008 | |
| 4 | PKST |
Peakstone Realty Trust
|
4,982 | $104,073 | |
| 5 | BXP |
BXP, Inc.
|
1,491 | $77,382 | |
| 6 | SLG |
Sl Green Realty Corp
|
2,055 | $75,911 | |
| 7 | PDM |
Piedmont Realty Trust, Inc.
|
9,613 | $63,157 | |
| 8 | DEA |
Easterly Government Properties, Inc.
|
2,725 | $58,396 |
All Filings in ESBA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,040 | 1,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,300 | 1,000 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||