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Basecamp Wealth Advisors’s COPT Defense Properties CDP Stock Holding History

Basecamp Wealth Advisors’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 		$36 Hold
1
– – ﹤0.01% 1815
2026
Q1 		$31 Hold
1
– – ﹤0.01% 1981
2025
Q4 		$28 Buy
+1
New +$29 ﹤0.01% 1747

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
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

Basecamp Wealth Advisors's CDP Position: Q2 2026 in Review

Basecamp Wealth Advisors held its COPT Defense Properties (CDP) position steady in Q2 2026 at 1 share worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Basecamp Wealth Advisors first reported a position in CDP in Q4 2025 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Basecamp Wealth Advisors held 1 share of COPT Defense Properties worth $36 as of Q2 2026.
  • Basecamp Wealth Advisors left its COPT Defense Properties share count unchanged in Q2 2026.
  • COPT Defense Properties made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1815 holding.
  • Basecamp Wealth Advisors first reported a position in COPT Defense Properties in Q4 2025 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.