Atria Investments’s COPT Defense Properties CDP Stock Holding History

Atria Investments’s Portfolio CDP Stock Details CDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$267K	Buy	+7,334	New	+$239K	﹤0.01%	1922
2026 Q1	–	Sell	-7,565	Closed	-$210K	–	2056
2025 Q4	$210K	Sell	7,565 -1,952	-21%	-$56.3K	﹤0.01%	1945
2025 Q3	$277K	Sell	9,517 -2,770	-23%	-$79.6K	﹤0.01%	1764
2025 Q2	$339K	Sell	12,287 -504	-4%	-$13.7K	﹤0.01%	1646
2025 Q1	$349K	Sell	12,791 -375	-3%	-$10.6K	﹤0.01%	1535
2024 Q4	$408K	Sell	13,166 -90	-0.7%	-$2.86K	0.01%	1432
2024 Q3	$402K	Buy	13,256 +5,135	+63%	+$146K	0.01%	1443
2024 Q2	$203K	Buy	+8,121	New	+$195K	﹤0.01%	1816

Other funds holding CDP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Atria Investments's CDP Position: Q2 2026 in Review

Atria Investments opened a new position in COPT Defense Properties (CDP) in Q2 2026: 7,334 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #1922 among its holdings. This is a return to the name: Atria Investments previously reported a position in CDP as recently as Q4 2025.

Atria Investments first reported a position in CDP in Q2 2024 and has held it in 8 quarters since. The position peaked at $408K in Q4 2024. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

Atria Investments held 7,334 shares of COPT Defense Properties worth $267K as of Q2 2026.
COPT Defense Properties was a new Atria Investments position in Q2 2026.
COPT Defense Properties made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1922 holding.
Atria Investments first reported a position in COPT Defense Properties in Q2 2024 and has held it in 8 quarters since.
Atria Investments's COPT Defense Properties position peaked at $408K in Q4 2024.
326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.