Bravera Wealth’s COPT Defense Properties CDP Stock Holding History

Bravera 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 Q1	–	Sell	-96	Closed	-$2.67K	–	432
2025 Q4	$2.67K	Buy	+96	New	+$2.77K	﹤0.01%	434

Other funds holding CDP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Bravera Wealth's CDP Position: Q1 2026 in Review

Bravera Wealth sold out of COPT Defense Properties (CDP) in Q1 2026, closing a stake of 96 shares — an estimated $2.67K sold.

Bravera Wealth first reported a position in CDP in Q4 2025 and held it in 1 quarter. The position peaked at $2.67K in Q4 2025. 320 funds tracked by Wall St. Rank hold CDP as of Q1 2026.

Bravera Wealth reported no remaining COPT Defense Properties position as of Q1 2026 after selling out during the quarter.
Bravera Wealth sold 96 COPT Defense Properties shares in Q1 2026, an estimated $2.67K.
Bravera Wealth first reported a position in COPT Defense Properties in Q4 2025 and held it in 1 quarter.
Bravera Wealth's COPT Defense Properties position peaked at $2.67K in Q4 2025.
320 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2026.

Based on Bravera Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.