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Hemington Wealth Management’s COPT Defense Properties CDP Stock Holding History

Hemington 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
2025
Q3 		$1K Hold
62
– – ﹤0.01% 1409
2025
Q2 		$1K Sell
62
-1
-2% -$27 ﹤0.01% 1389
2025
Q1 		$1K Hold
63
– – ﹤0.01% 1373
2024
Q4 		$1K Hold
63
– – ﹤0.01% 1374
2024
Q3 		$2K Buy
+63
New +$1.79K ﹤0.01% 1156

Other funds holding CDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hemington Wealth Management's CDP Position: Q3 2025 in Review

Hemington Wealth Management held its COPT Defense Properties (CDP) position steady in Q3 2025 at 62 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Hemington Wealth Management first reported a position in CDP in Q3 2024 and has held it in 5 quarters since. The position peaked at $2K in Q3 2024. 308 funds tracked by Wall St. Rank hold CDP as of Q3 2025.

  • Hemington Wealth Management held 62 shares of COPT Defense Properties worth $1K as of Q3 2025.
  • Hemington Wealth Management left its COPT Defense Properties share count unchanged in Q3 2025.
  • COPT Defense Properties made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1409 holding.
  • Hemington Wealth Management first reported a position in COPT Defense Properties in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's COPT Defense Properties position peaked at $2K in Q3 2024.
  • 308 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.