Cerity Partners’s COPT Defense Properties CDP Stock Holding History

Cerity 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
2026 Q2	$3.22M	Buy	88,548 +56,915	+180%	+$1.85M	﹤0.01%	1314
2026 Q1	$968K	Buy	31,633 +3,055	+11%	+$95K	﹤0.01%	1878
2025 Q4	$794K	Sell	28,578 -1,162	-4%	-$33.5K	﹤0.01%	1825
2025 Q3	$864K	Buy	29,740 +7,151	+32%	+$205K	﹤0.01%	1665
2025 Q2	$623K	Buy	+22,589	New	+$612K	﹤0.01%	1756
2025 Q1	–	Sell	-13,661	Closed	-$422K	–	2497
2024 Q4	$422K	Sell	13,661 -2,616	-16%	-$83.1K	﹤0.01%	1861
2024 Q3	$494K	Buy	+16,277	New	+$463K	﹤0.01%	1777
2023 Q1	–	Sell	-15,528	Closed	-$403K	–	1857
2022 Q4	$403K	Buy	+15,528	New	+$399K	﹤0.01%	1036
2022 Q3	–	Sell	-10,135	Closed	-$266K	–	1185
2022 Q2	$266K	Buy	+10,135	New	+$274K	﹤0.01%	952
2020 Q3	–	Sell	-9,565	Closed	-$242K	–	504
2020 Q2	$242K	Buy	+9,565	New	+$239K	0.01%	380

Other funds holding CDP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Cerity Partners's CDP Position: Q2 2026 in Review

Cerity Partners increased its COPT Defense Properties (CDP) stake by 180% in Q2 2026, buying an estimated $1.85M and bringing the position to 88,548 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Cerity Partners first reported a position in CDP in Q2 2020 and has held it in 10 quarters since. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

Cerity Partners held 88,548 shares of COPT Defense Properties worth $3.22M as of Q2 2026.
Cerity Partners bought 56,915 COPT Defense Properties shares in Q2 2026, an estimated $1.85M.
COPT Defense Properties made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1314 holding.
Cerity Partners first reported a position in COPT Defense Properties in Q2 2020 and has held it in 10 quarters since.
326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.