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PS
Principal Securities’s
COPT Defense Properties
CDP
Stock Holding History
Principal Securities’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
-109
Closed
-$3.17K
–
1682
2025
Q3
$3.17K
Hold
109
–
–
﹤0.01%
3107
2025
Q2
$3.01K
Buy
109
+64
+142%
+$1.73K
﹤0.01%
3012
2025
Q1
$1.39K
Hold
45
–
–
﹤0.01%
3136
2024
Q4
$1.39K
Sell
45
-8
-15%
-$254
﹤0.01%
3130
2024
Q3
$1.61K
Buy
+53
New
+$1.51K
﹤0.01%
3018
2024
Q1
–
Sell
-51
Closed
-$1.31K
–
3331
2023
Q4
$1.31K
Buy
+51
New
+$1.24K
﹤0.01%
2899
Other funds holding CDP
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
WHG
Westwood Holdings Group
Dallas, Texas
$13.7B AUM
21.48%
1-Year Est. Return
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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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