IFP Advisors’s COPT Defense Properties CDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $22.2K | Hold |
665
| – | – | ﹤0.01% | 2894 |
|
|
2026
Q2 | $24.2K | Buy |
665
+35
| +6% | +$1.14K | ﹤0.01% | 2853 |
|
|
2026
Q1 | $19.3K | Sell |
630
-3
| -0.5% | -$93 | ﹤0.01% | 2798 |
|
|
2025
Q4 | $17.6K | Buy |
633
+16
| +3% | +$461 | ﹤0.01% | 2781 |
|
|
2025
Q3 | $17.9K | Buy |
617
+55
| +10% | +$1.58K | ﹤0.01% | 2636 |
|
|
2025
Q2 | $15.5K | Buy |
562
+505
| +886% | +$13.7K | ﹤0.01% | 2678 |
|
|
2025
Q1 | $1.55K | Hold |
57
| – | – | ﹤0.01% | 3224 |
|
|
2024
Q4 | $1.76K | Buy |
57
+4
| +8% | +$127 | ﹤0.01% | 3146 |
|
|
2024
Q3 | $1.61K | Hold |
53
| – | – | ﹤0.01% | 2976 |
|
|
2024
Q2 | $1.33K | Hold |
53
| – | – | ﹤0.01% | 2917 |
|
|
2024
Q1 | $1.28K | Hold |
53
| – | – | ﹤0.01% | 2798 |
|
|
2023
Q4 | $1.36K | Hold |
53
| – | – | ﹤0.01% | 2764 |
|
|
2023
Q3 | $1.26K | Hold |
53
| – | – | ﹤0.01% | 2949 |
|
|
2023
Q2 | $1.26K | Buy |
+53
| New | +$1.24K | ﹤0.01% | 3018 |
|
|
2023
Q1 | – | Sell |
-68
| Closed | -$2K | – | 3530 |
|
|
2022
Q4 | $2K | Hold |
68
| – | – | ﹤0.01% | 4123 |
|
|
2022
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 4324 |
|
|
2022
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 4093 |
|
|
2022
Q1 | $2K | Buy |
+68
| New | +$1.83K | ﹤0.01% | 4093 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$2.92K | – | 2863 |
|
|
2019
Q3 | $3K | Buy |
+100
| New | +$2.83K | ﹤0.01% | 2513 |
|
|
2018
Q4 | – | Sell |
-131
| Closed | -$4K | – | 3554 |
|
|
2018
Q3 | $4K | Hold |
131
| – | – | ﹤0.01% | 3276 |
|
|
2018
Q2 | $4K | Buy |
131
+95
| +264% | +$2.6K | ﹤0.01% | 3339 |
|
|
2018
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 3610 |
|
|
2017
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 3661 |
|
|
2017
Q3 | $1K | Sell |
36
-21
| -37% | -$701 | ﹤0.01% | 3875 |
|
|
2017
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 3709 |
|
|
2017
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 3630 |
|
|
2016
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 3622 |
|
|
2016
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 3560 |
|
|
2016
Q2 | $2K | Buy |
+57
| New | +$1.53K | ﹤0.01% | 3446 |
|
|
2016
Q1 | – | Sell |
-36
| Closed | -$1K | – | 2507 |
|
|
2015
Q4 | $1K | Buy |
+36
| New | +$799 | ﹤0.01% | 3486 |
|
Other funds holding CDP
SOAMC
IFP Advisors's CDP Position: Q3 2026 in Review
IFP Advisors held its COPT Defense Properties (CDP) position steady in Q3 2026 at 665 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2894.
IFP Advisors first reported a position in CDP in Q4 2015 and has held it in 30 quarters since. The position peaked at $24.2K in Q2 2026. 28 funds tracked by Wall St. Rank hold CDP as of Q3 2026.
- IFP Advisors held 665 shares of COPT Defense Properties worth $22.2K as of Q3 2026.
- IFP Advisors left its COPT Defense Properties share count unchanged in Q3 2026.
- COPT Defense Properties made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2894 holding.
- IFP Advisors first reported a position in COPT Defense Properties in Q4 2015 and has held it in 30 quarters since.
- IFP Advisors's COPT Defense Properties position peaked at $24.2K in Q2 2026.
- 28 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2026.
Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.