Corient Private Wealth
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Corient Private Wealth’s COPT Defense Properties CDP Stock Holding History

Corient Private Wealth’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
Q1 		$474K Sell
15,605
-15,582
-50% -$485K ﹤0.01% 2057
2025
Q4 		$867K Buy
31,187
+14,146
+83% +$408K ﹤0.01% 1964
2025
Q3 		$495K Sell
17,041
-3,119
-15% -$89.6K ﹤0.01% 1793
2025
Q2 		$556K Buy
20,160
+2,312
+13% +$62.6K ﹤0.01% 1649
2025
Q1 		$487K Buy
17,848
+56
+0.3% +$1.58K ﹤0.01% 1611
2024
Q4 		$551K Sell
17,792
-739
-4% -$23.5K ﹤0.01% 1571
2024
Q3 		$562K Sell
18,531
-1,960
-10% -$55.8K ﹤0.01% 1670
2024
Q2 		$513K Buy
20,491
+99
+0.5% +$2.38K ﹤0.01% 1628
2024
Q1 		$493K Sell
20,392
-2,262
-10% -$55.1K ﹤0.01% 1632
2023
Q4 		$581K Hold
22,654
– – ﹤0.01% 1537
2023
Q3 		$540K Sell
22,654
-99
-0.4% -$2.5K ﹤0.01% 1454
2023
Q2 		$540K Sell
22,753
-1,600
-7% -$37.3K ﹤0.01% 1418
2023
Q1 		$577K Sell
24,353
-3,557
-13% -$91.5K ﹤0.01% 1315
2022
Q4 		$724K Buy
+27,910
New +$717K ﹤0.01% 1019

Other funds holding CDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Corient Private Wealth's CDP Position: Q1 2026 in Review

Corient Private Wealth reduced its COPT Defense Properties (CDP) stake by 50% in Q1 2026, selling an estimated $485K and leaving 15,605 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Corient Private Wealth first reported a position in CDP in Q4 2022 and has held it in 14 quarters since. The position peaked at $867K in Q4 2025. 320 funds tracked by Wall St. Rank hold CDP as of Q1 2026.

  • Corient Private Wealth held 15,605 shares of COPT Defense Properties worth $474K as of Q1 2026.
  • Corient Private Wealth sold 15,582 COPT Defense Properties shares in Q1 2026, an estimated $485K.
  • COPT Defense Properties made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2057 holding.
  • Corient Private Wealth first reported a position in COPT Defense Properties in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's COPT Defense Properties position peaked at $867K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.