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CORDA Investment Management, LLC.: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CORDA Investment Management, LLC. on PEP, newest first. How the timeline and the estimate are built.

CORDA Investment Management, LLC. held 303,053 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 303,053 shares
    Change vs previous 13F +791 shares

    2.52% of the 13F portfolio, value $41,033,363.

    13F-HR 0001545812-26-000005 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 302,262 shares
    Change vs previous 13F +1,304 shares

    3.25% of the 13F portfolio, value $46,938,214.

    13F-HR 0001545812-26-000003 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 300,958 shares
    Change vs previous 13F +592 shares

    3.14% of the 13F portfolio, value $43,193,537.

    13F-HR 0001545812-26-000002 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 300,366 shares
    Change vs previous 13F +3,347 shares

    2.97% of the 13F portfolio, value $42,183,460.

    13F-HR 0001545812-25-000007 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 297,019 shares
    Change vs previous 13F +23,214 shares

    2.89% of the 13F portfolio, value $39,218,384.

    13F-HR 0001545812-25-000006 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 273,805 shares
    Change vs previous 13F +4,210 shares

    3.27% of the 13F portfolio, value $41,054,318.

    13F-HR 0001545812-25-000004 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 269,595 shares
    Change vs previous 13F +2,062 shares

    3.27% of the 13F portfolio, value $40,994,634.

    13F-HR 0001545812-25-000002 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 267,533 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $45,494,007.

    13F-HR 0001545812-24-000004 filed by CORDA Investment Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).