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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
Q3 		– Sell
-39
Closed -$1.06K – 525
2025
Q2 		$1.06K Hold
39
– – ﹤0.01% 930
2025
Q1 		$1.06K Buy
+39
New +$1.1K ﹤0.01% 812

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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
WHG
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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
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Investment Management's CDP Position: Q3 2025 in Review

Kestra Investment Management sold out of COPT Defense Properties (CDP) in Q3 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 2 quarters. The position peaked at $1.06K in Q2 2025. 308 funds tracked by Wall St. Rank hold CDP as of Q3 2025.

  • Kestra Investment Management reported no remaining COPT Defense Properties position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 39 COPT Defense Properties shares in Q3 2025, an estimated $1.06K.
  • Kestra Investment Management first reported a position in COPT Defense Properties in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's COPT Defense Properties position peaked at $1.06K in Q2 2025.
  • 308 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.