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EP Wealth Advisors’s COPT Defense Properties CDP Stock Holding History

EP Wealth 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 		– Sell
-7,075
Closed -$216K – 1744
2026
Q1 		$216K Sell
7,075
-1,358
-16% -$42.2K ﹤0.01% 1371
2025
Q4 		$234K Buy
+8,433
New +$243K ﹤0.01% 1289
2025
Q2 		$262K Buy
9,492
+227
+2% +$6.15K ﹤0.01% 1099
2025
Q1 		$253K Buy
9,265
+1,844
+25% +$52K ﹤0.01% 1012
2024
Q4 		$230K Buy
+7,421
New +$236K ﹤0.01% 1001

Other funds holding CDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

EP Wealth Advisors's CDP Position: Q2 2026 in Review

EP Wealth Advisors sold out of COPT Defense Properties (CDP) in Q2 2026, closing a stake of 7,075 shares — an estimated $216K sold.

EP Wealth Advisors first reported a position in CDP in Q4 2024 and held it in 5 quarters. The position peaked at $262K in Q2 2025. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • EP Wealth Advisors reported no remaining COPT Defense Properties position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 7,075 COPT Defense Properties shares in Q2 2026, an estimated $216K.
  • EP Wealth Advisors first reported a position in COPT Defense Properties in Q4 2024 and held it in 5 quarters.
  • EP Wealth Advisors's COPT Defense Properties position peaked at $262K in Q2 2025.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.