13F

Position

Essential Partners LLC in Copt Defense Properties

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $3.23K$27.80$30.60

QuarterSharesValueImplied pxEst. markFlowWeight
Q2 2025434$12K0.0%
Q3 20251.03K$30K$29.06$642$17.3K0.0%
Q4 20251.16K$32.1K$27.80−$1.3K$3.45K0.0%
Q1 20261.16K$35.3K$30.60$3.23K−$00.0%