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Integrated Wealth Concepts’s COPT Defense Properties CDP Stock Holding History

Integrated Wealth Concepts’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 		$28.9K Buy
+795
New +$25.9K ﹤0.01% 3802

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

Integrated Wealth Concepts's CDP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in COPT Defense Properties (CDP) in Q2 2026: 795 shares worth $28.9K. The stake represents ﹤0.01% of the portfolio and ranks #3802 among its holdings.

326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Integrated Wealth Concepts held 795 shares of COPT Defense Properties worth $28.9K as of Q2 2026.
  • COPT Defense Properties was a new Integrated Wealth Concepts position in Q2 2026.
  • COPT Defense Properties made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3802 holding.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.