LFA
CDP icon

LGT Financial Advisors’s COPT Defense Properties CDP Stock Holding History

LGT Financial Advisors’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
-6
Closed -$165 – 427
2025
Q2 		$165 Buy
+6
New +$162 ﹤0.01% 545

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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LGT Financial Advisors's CDP Position: Q3 2025 in Review

LGT Financial Advisors sold out of COPT Defense Properties (CDP) in Q3 2025, closing a stake of 6 shares — an estimated $165 sold.

LGT Financial Advisors first reported a position in CDP in Q2 2025 and held it in 1 quarter. The position peaked at $165 in Q2 2025. 308 funds tracked by Wall St. Rank hold CDP as of Q3 2025.

  • LGT Financial Advisors reported no remaining COPT Defense Properties position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 6 COPT Defense Properties shares in Q3 2025, an estimated $165.
  • LGT Financial Advisors first reported a position in COPT Defense Properties in Q2 2025 and held it in 1 quarter.
  • LGT Financial Advisors's COPT Defense Properties position peaked at $165 in Q2 2025.
  • 308 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.