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Coldstream Capital Management’s COPT Defense Properties CDP Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-1,458
Closed -$39.8K – 1507
2025
Q1 		$39.8K Buy
+1,458
New +$41.1K ﹤0.01% 1819

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coldstream Capital Management's CDP Position: Q2 2025 in Review

Coldstream Capital Management sold out of COPT Defense Properties (CDP) in Q2 2025, closing a stake of 1,458 shares — an estimated $39.8K sold.

Coldstream Capital Management first reported a position in CDP in Q1 2025 and held it in 1 quarter. The position peaked at $39.8K in Q1 2025. 302 funds tracked by Wall St. Rank hold CDP as of Q2 2025.

  • Coldstream Capital Management reported no remaining COPT Defense Properties position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,458 COPT Defense Properties shares in Q2 2025, an estimated $39.8K.
  • Coldstream Capital Management first reported a position in COPT Defense Properties in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's COPT Defense Properties position peaked at $39.8K in Q1 2025.
  • 302 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.