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Financial Consulate’s COPT Defense Properties CDP Stock Holding History

Financial Consulate’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 		$41.2K Hold
1,347
– – 0.01% 356
2025
Q4 		$37.4K Hold
1,347
– – 0.01% 365
2025
Q3 		$39.1K Buy
+1,347
New +$38.7K 0.01% 350

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

Financial Consulate's CDP Position: Q1 2026 in Review

Financial Consulate held its COPT Defense Properties (CDP) position steady in Q1 2026 at 1,347 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #356.

Financial Consulate first reported a position in CDP in Q3 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold CDP as of Q1 2026.

  • Financial Consulate held 1,347 shares of COPT Defense Properties worth $41.2K as of Q1 2026.
  • Financial Consulate left its COPT Defense Properties share count unchanged in Q1 2026.
  • COPT Defense Properties made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #356 holding.
  • Financial Consulate first reported a position in COPT Defense Properties in Q3 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.