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Beverly Hills Private Wealth’s COPT Defense Properties CDP Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-6,831
Closed -$209K – 281
2026
Q1 		$209K Sell
6,831
-408
-6% -$12.7K 0.03% 323
2025
Q4 		$201K Sell
7,239
-208
-3% -$6K 0.03% 320
2025
Q3 		$216K Sell
7,447
-215
-3% -$6.18K 0.04% 315
2025
Q2 		$211K Sell
7,662
-665
-8% -$18K 0.04% 320
2025
Q1 		$227K Buy
8,327
+250
+3% +$7.05K 0.04% 317
2024
Q4 		$250K Sell
8,077
-953
-11% -$30.3K 0.05% 293
2024
Q3 		$274K Sell
9,030
-2,069
-19% -$58.9K 0.06% 283
2024
Q2 		$278K Sell
11,099
-867
-7% -$20.8K 0.06% 284
2024
Q1 		$289K Sell
11,966
-242
-2% -$5.89K 0.07% 287
2023
Q4 		$313K Sell
12,208
-2,008
-14% -$48.7K 0.08% 246
2023
Q3 		$339K Sell
14,216
-14,203
-50% -$359K 0.1% 212
2023
Q2 		$739K Buy
28,419
+14,525
+105% +$339K 0.12% 184
2023
Q1 		$329K Buy
13,894
+2,471
+22% +$63.5K 0.1% 209
2022
Q4 		$296K Buy
+11,423
New +$294K 0.13% 181

Other funds holding CDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Beverly Hills Private Wealth's CDP Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of COPT Defense Properties (CDP) in Q2 2026, closing a stake of 6,831 shares — an estimated $209K sold.

Beverly Hills Private Wealth first reported a position in CDP in Q4 2022 and held it in 14 quarters. The position peaked at $739K in Q2 2023. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining COPT Defense Properties position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 6,831 COPT Defense Properties shares in Q2 2026, an estimated $209K.
  • Beverly Hills Private Wealth first reported a position in COPT Defense Properties in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's COPT Defense Properties position peaked at $739K in Q2 2023.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.