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CoreCap Advisors’s COPT Defense Properties CDP Stock Holding History

CoreCap Advisors’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 		$832 Buy
23
+21
+1,050% +$683 ﹤0.01% 2741
2026
Q1 		$87 Sell
2
-1
-33% -$31 ﹤0.01% 2849
2025
Q4 		$78 Buy
3
+1
+50% +$29 ﹤0.01% 2887
2025
Q3 		$81 Hold
2
– – ﹤0.01% 2735
2025
Q2 		$76 Sell
2
-1
-33% -$27 ﹤0.01% 2696
2025
Q1 		$74 Hold
3
– – ﹤0.01% 3072
2024
Q4 		$83 Sell
3
-261
-99% -$8.29K ﹤0.01% 2779
2024
Q3 		$8.02K Buy
264
+3
+1% +$85 ﹤0.01% 1857
2024
Q2 		$6.54K Buy
261
+3
+1% +$72 ﹤0.01% 1130
2024
Q1 		$6.24K Buy
+258
New +$6.28K ﹤0.01% 1868
2022
Q4 		$6.33K Buy
+243
New +$6.25K ﹤0.01% 1684
2022
Q3 		– Sell
-238
Closed -$6K – 769
2022
Q2 		$6K Buy
+238
New +$6.42K ﹤0.01% 1602
2022
Q1 		– Sell
-234
Closed -$7K – 784
2021
Q4 		$7K Buy
+234
New +$6.46K ﹤0.01% 1648

Other funds holding CDP

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return