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Physician Wealth Advisors’s COPT Defense Properties CDP Stock Holding History

Physician Wealth 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
Q4 		– Sell
-59
Closed -$1.72K – 2056
2025
Q3 		$1.72K Hold
59
– – ﹤0.01% 1297
2025
Q2 		$1.63K Buy
+59
New +$1.6K ﹤0.01% 1135

Other funds holding CDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Physician Wealth Advisors's CDP Position: Q4 2025 in Review

Physician Wealth Advisors sold out of COPT Defense Properties (CDP) in Q4 2025, closing a stake of 59 shares — an estimated $1.72K sold.

Physician Wealth Advisors first reported a position in CDP in Q2 2025 and held it in 2 quarters. The position peaked at $1.72K in Q3 2025. 305 funds tracked by Wall St. Rank hold CDP as of Q4 2025.

  • Physician Wealth Advisors reported no remaining COPT Defense Properties position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 59 COPT Defense Properties shares in Q4 2025, an estimated $1.72K.
  • Physician Wealth Advisors first reported a position in COPT Defense Properties in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's COPT Defense Properties position peaked at $1.72K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.