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Farther Finance Advisors’s COPT Defense Properties CDP Stock Holding History

Farther Finance 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
Q3 		$10.8K Buy
322
+160
+99% +$5.82K ﹤0.01% 4573
2026
Q2 		$5.9K Buy
162
+62
+62% +$2.02K ﹤0.01% 4706
2026
Q1 		$3.06K Buy
100
+20
+25% +$622 ﹤0.01% 4729
2025
Q4 		$2.22K Buy
80
+25
+45% +$721 ﹤0.01% 4654
2025
Q3 		$1.6K Buy
55
+18
+49% +$517 ﹤0.01% 4219
2025
Q2 		$1.02K Buy
37
+9
+32% +$244 ﹤0.01% 3896
2025
Q1 		$762 Hold
28
– – ﹤0.01% 3692
2024
Q4 		$867 Hold
28
– – ﹤0.01% 3294
2024
Q3 		$849 Hold
28
– – ﹤0.01% 3286
2024
Q2 		$701 Sell
28
-149
-84% -$3.58K ﹤0.01% 3182
2024
Q1 		$4.2K Buy
177
+157
+785% +$3.82K ﹤0.01% 2148
2023
Q4 		$513 Buy
+20
New +$485 ﹤0.01% 2969
2023
Q3 		– Sell
-144
Closed -$3.42K – 2626
2023
Q2 		$3.42K Hold
144
– – ﹤0.01% 1562
2023
Q1 		$3.41K Buy
+144
New +$3.7K ﹤0.01% 1450

Other funds holding CDP

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's CDP Position: Q3 2026 in Review

Farther Finance Advisors increased its COPT Defense Properties (CDP) stake by 99% in Q3 2026, buying an estimated $5.82K and bringing the position to 322 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4573.

Farther Finance Advisors first reported a position in CDP in Q1 2023 and has held it in 14 quarters since. 12 funds tracked by Wall St. Rank hold CDP as of Q3 2026.

  • Farther Finance Advisors held 322 shares of COPT Defense Properties worth $10.8K as of Q3 2026.
  • Farther Finance Advisors bought 160 COPT Defense Properties shares in Q3 2026, an estimated $5.82K.
  • COPT Defense Properties made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4573 holding.
  • Farther Finance Advisors first reported a position in COPT Defense Properties in Q1 2023 and has held it in 14 quarters since.
  • 12 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.