CIBC Private Wealth Group’s COPT Defense Properties CDP Stock Holding History

CIBC Private Wealth Group’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 Q4	$3.03K	Buy	+109	New	+$3.14K	﹤0.01%	2722
2025 Q2	–	Sell	-150	Closed	-$3.71K	–	3117
2025 Q1	$3.71K	Hold	150	–	–	﹤0.01%	2535
2024 Q4	$4.47K	Hold	150	–	–	﹤0.01%	2501
2024 Q3	$4.55K	Sell	150 -4,702	-97%	-$134K	﹤0.01%	2611
2024 Q2	$122K	Sell	4,852 -972	-17%	-$23.4K	﹤0.01%	1320
2024 Q1	$138K	Buy	+5,824	New	+$142K	﹤0.01%	1261

Other funds holding CDP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC Private Wealth Group's CDP Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in COPT Defense Properties (CDP) in Q4 2025: 109 shares worth $3.03K. The stake represents ﹤0.01% of the portfolio and ranks #2722 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in CDP as recently as Q1 2025.

CIBC Private Wealth Group first reported a position in CDP in Q1 2024 and has held it in 6 quarters since. The position peaked at $138K in Q1 2024. 305 funds tracked by Wall St. Rank hold CDP as of Q4 2025.

CIBC Private Wealth Group held 109 shares of COPT Defense Properties worth $3.03K as of Q4 2025.
COPT Defense Properties was a new CIBC Private Wealth Group position in Q4 2025.
COPT Defense Properties made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2722 holding.
CIBC Private Wealth Group first reported a position in COPT Defense Properties in Q1 2024 and has held it in 6 quarters since.
CIBC Private Wealth Group's COPT Defense Properties position peaked at $138K in Q1 2024.
305 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.