MilWealth Group’s COPT Defense Properties CDP Stock Holding History

MilWealth Group’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	$4.08K	Hold	112	–	–	﹤0.01%	69
2026 Q1	$3.43K	Buy	+112	New	+$3.48K	﹤0.01%	73

Other funds holding CDP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

MilWealth Group's CDP Position: Q2 2026 in Review

MilWealth Group held its COPT Defense Properties (CDP) position steady in Q2 2026 at 112 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #69.

MilWealth Group first reported a position in CDP in Q1 2026 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

MilWealth Group held 112 shares of COPT Defense Properties worth $4.08K as of Q2 2026.
MilWealth Group left its COPT Defense Properties share count unchanged in Q2 2026.
COPT Defense Properties made up ﹤0.01% of MilWealth Group's portfolio in Q2 2026, its #69 holding.
MilWealth Group first reported a position in COPT Defense Properties in Q1 2026 and has held it in 2 quarters since.
327 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.