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Kestra Investment Management’s COPT Defense Properties CDP Stock Holding History

Kestra Investment 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
Q2 		– Sell
-39
Closed -$1.06K – 774
2025
Q1 		$1.06K Buy
+39
New +$1.1K ﹤0.01% 812

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kestra Investment Management's CDP Position: Q2 2025 in Review

Kestra Investment Management sold out of COPT Defense Properties (CDP) in Q2 2025, closing a stake of 39 shares — an estimated $1.06K sold.

Kestra Investment Management first reported a position in CDP in Q1 2025 and held it in 1 quarter. The position peaked at $1.06K in Q1 2025. 303 funds tracked by Wall St. Rank hold CDP as of Q2 2025.

  • Kestra Investment Management reported no remaining COPT Defense Properties position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 39 COPT Defense Properties shares in Q2 2025, an estimated $1.06K.
  • Kestra Investment Management first reported a position in COPT Defense Properties in Q1 2025 and held it in 1 quarter.
  • Kestra Investment Management's COPT Defense Properties position peaked at $1.06K in Q1 2025.
  • 303 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.