CCP
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Carmel Capital Partners’s COPT Defense Properties CDP Stock Holding History

Carmel Capital Partners’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
-8,752
Closed -$241K – 118
2025
Q2 		$241K Sell
8,752
-8,626
-50% -$234K 0.08% 132
2025
Q1 		$474K Sell
17,378
-180
-1% -$5.08K 0.19% 89
2024
Q4 		$543K Buy
17,558
+258
+1% +$8.2K 0.22% 77
2024
Q3 		$525K Buy
17,300
+584
+3% +$16.6K 0.2% 83
2024
Q2 		$418K Buy
16,716
+1,048
+7% +$25.2K 0.18% 86
2024
Q1 		$379K Buy
+15,668
New +$381K 0.16% 92

Other funds holding CDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Carmel Capital Partners's CDP Position: Q3 2025 in Review

Carmel Capital Partners sold out of COPT Defense Properties (CDP) in Q3 2025, closing a stake of 8,752 shares — an estimated $241K sold.

Carmel Capital Partners first reported a position in CDP in Q1 2024 and held it in 6 quarters. The position peaked at $543K in Q4 2024. 308 funds tracked by Wall St. Rank hold CDP as of Q3 2025.

  • Carmel Capital Partners reported no remaining COPT Defense Properties position as of Q3 2025 after selling out during the quarter.
  • Carmel Capital Partners sold 8,752 COPT Defense Properties shares in Q3 2025, an estimated $241K.
  • Carmel Capital Partners first reported a position in COPT Defense Properties in Q1 2024 and held it in 6 quarters.
  • Carmel Capital Partners's COPT Defense Properties position peaked at $543K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.