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Integrated Investment Consultants’s COPT Defense Properties CDP Stock Holding History

Integrated Investment Consultants’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
Q2 		– Sell
-8,574
Closed -$234K – 332
2025
Q1 		$234K Sell
8,574
-23
-0.3% -$648 0.05% 286
2024
Q4 		$266K Buy
8,597
+50
+0.6% +$1.59K 0.05% 250
2024
Q3 		$259K Sell
8,547
-3,432
-29% -$97.7K 0.06% 257
2024
Q2 		$290K Hold
11,979
– – 0.08% 207
2024
Q1 		$290K Sell
11,979
-630
-5% -$15.3K 0.08% 207
2023
Q4 		$323K Sell
12,609
-35
-0.3% -$848 0.1% 176
2023
Q3 		$301K Buy
12,644
+272
+2% +$6.88K 0.11% 164
2023
Q2 		$294K Buy
12,372
+39
+0.3% +$909 0.09% 195
2023
Q1 		$292K Buy
12,333
+41
+0.3% +$1.05K 0.09% 196
2022
Q4 		$319K Sell
12,292
-127
-1% -$3.27K 0.11% 165
2022
Q3 		$288K Hold
12,419
– – 0.11% 158
2022
Q2 		$325K Sell
12,419
-187
-1% -$5.05K 0.12% 142
2022
Q1 		$360K Buy
12,606
+300
+2% +$8.08K 0.1% 193
2021
Q4 		$344K Sell
12,306
-14
-0.1% -$386 0.09% 206
2021
Q3 		$332K Buy
12,320
+130
+1% +$3.7K 0.1% 195
2021
Q2 		$341K Buy
12,190
+38
+0.3% +$1.06K 0.1% 199
2021
Q1 		$320K Buy
12,152
+647
+6% +$17.1K 0.11% 183
2020
Q4 		$300K Buy
11,505
+60
+0.5% +$1.51K 0.11% 168
2020
Q3 		$271K Buy
+11,445
New +$285K 0.13% 143
2020
Q1 		– Sell
-6,987
Closed -$205K – 153
2019
Q4 		$205K Buy
+6,987
New +$204K 0.08% 169

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Investment Consultants's CDP Position: Q2 2025 in Review

Integrated Investment Consultants sold out of COPT Defense Properties (CDP) in Q2 2025, closing a stake of 8,574 shares — an estimated $234K sold.

Integrated Investment Consultants first reported a position in CDP in Q4 2019 and held it in 20 quarters. The position peaked at $360K in Q1 2022. 302 funds tracked by Wall St. Rank hold CDP as of Q2 2025.

  • Integrated Investment Consultants reported no remaining COPT Defense Properties position as of Q2 2025 after selling out during the quarter.
  • Integrated Investment Consultants sold 8,574 COPT Defense Properties shares in Q2 2025, an estimated $234K.
  • Integrated Investment Consultants first reported a position in COPT Defense Properties in Q4 2019 and held it in 20 quarters.
  • Integrated Investment Consultants's COPT Defense Properties position peaked at $360K in Q1 2022.
  • 302 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2025.

Based on Integrated Investment Consultants's 13F filing for Q2 2025, filed 14 Aug 2025.