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Bartlett & Co Wealth Management’s COPT Defense Properties CDP Stock Holding History

Bartlett & Co Wealth Management’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
2025
Q3 		– Sell
-73
Closed -$2.04K – 1219
2025
Q2 		$2.04K Buy
+73
New +$1.98K ﹤0.01% 1091
2018
Q3 		– Sell
-164
Closed -$4.75K – 711
2018
Q2 		$4.75K Buy
+164
New +$4.5K ﹤0.01% 642

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bartlett & Co Wealth Management's CDP Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of COPT Defense Properties (CDP) in Q3 2025, closing a stake of 73 shares — an estimated $2.04K sold.

Bartlett & Co Wealth Management first reported a position in CDP in Q2 2018 and held it in 2 quarters. The position peaked at $4.75K in Q2 2018. 308 funds tracked by Wall St. Rank hold CDP as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining COPT Defense Properties position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 73 COPT Defense Properties shares in Q3 2025, an estimated $2.04K.
  • Bartlett & Co Wealth Management first reported a position in COPT Defense Properties in Q2 2018 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's COPT Defense Properties position peaked at $4.75K in Q2 2018.
  • 308 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.