HWM
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HB Wealth Management’s COPT Defense Properties CDP Stock Holding History

HB Wealth Management’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 		$279K Buy
7,665
+261
+4% +$8.49K ﹤0.01% 1410
2026
Q1 		$227K Buy
+7,404
New +$230K ﹤0.01% 1367

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

HB Wealth Management's CDP Position: Q2 2026 in Review

HB Wealth Management increased its COPT Defense Properties (CDP) stake by 3.5% in Q2 2026, buying an estimated $8.49K and bringing the position to 7,665 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

HB Wealth Management first reported a position in CDP in Q1 2026 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • HB Wealth Management held 7,665 shares of COPT Defense Properties worth $279K as of Q2 2026.
  • HB Wealth Management bought 261 COPT Defense Properties shares in Q2 2026, an estimated $8.49K.
  • COPT Defense Properties made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1410 holding.
  • HB Wealth Management first reported a position in COPT Defense Properties in Q1 2026 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.