Creative Planning
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Creative Planning’s COPT Defense Properties CDP Stock Holding History

Creative Planning’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 		$573K Buy
18,711
+820
+5% +$25.5K ﹤0.01% 2919
2025
Q4 		$497K Buy
17,891
+519
+3% +$15K ﹤0.01% 2853
2025
Q3 		$505K Sell
17,372
-2,672
-13% -$76.8K ﹤0.01% 2711
2025
Q2 		$553K Buy
+20,044
New +$543K ﹤0.01% 2375
2025
Q1 		– Sell
-6,879
Closed -$213K – 3506
2024
Q4 		$213K Buy
+6,879
New +$218K ﹤0.01% 2931
2017
Q3 		– Sell
-383
Closed -$13K – 2173
2017
Q2 		$13K Hold
383
– – ﹤0.01% 3443
2017
Q1 		$13K Sell
383
-186
-33% -$6.07K ﹤0.01% 3410
2016
Q4 		$18K Buy
569
+135
+31% +$3.83K ﹤0.01% 3133
2016
Q3 		$12K Buy
+434
New +$12.5K ﹤0.01% 3375
2016
Q2 		– Sell
-35
Closed -$1K – 4363
2016
Q1 		$1K Hold
35
– – ﹤0.01% 4090
2015
Q4 		$1K Sell
35
-46
-57% -$1.02K ﹤0.01% 4185
2015
Q3 		$2K Buy
+81
New +$1.83K ﹤0.01% 3920
2015
Q2 		– Sell
-35
Closed -$1K – 1392
2015
Q1 		$1K Hold
35
– – ﹤0.01% 4000
2014
Q4 		$1K Hold
35
– – ﹤0.01% 3953
2014
Q3 		$1K Sell
35
-14
-29% -$392 ﹤0.01% 3801
2014
Q2 		$1K Buy
49
+14
+40% +$383 ﹤0.01% 3616
2014
Q1 		$1K Hold
35
– – ﹤0.01% 3480
2013
Q4 		$1K Hold
35
– – ﹤0.01% 3197
2013
Q3 		$1K Hold
35
– – ﹤0.01% 3078
2013
Q2 		$1K Buy
+35
New +$964 ﹤0.01% 2930

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

Creative Planning's CDP Position: Q1 2026 in Review

Creative Planning increased its COPT Defense Properties (CDP) stake by 4.6% in Q1 2026, buying an estimated $25.5K and bringing the position to 18,711 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

Creative Planning first reported a position in CDP in Q2 2013 and has held it in 20 quarters since. 320 funds tracked by Wall St. Rank hold CDP as of Q1 2026.

  • Creative Planning held 18,711 shares of COPT Defense Properties worth $573K as of Q1 2026.
  • Creative Planning bought 820 COPT Defense Properties shares in Q1 2026, an estimated $25.5K.
  • COPT Defense Properties made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2919 holding.
  • Creative Planning first reported a position in COPT Defense Properties in Q2 2013 and has held it in 20 quarters since.
  • 320 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.