Rise Advisors’s COPT Defense Properties CDP Stock Holding History

Rise 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	-522	Closed	-$15.2K	–	332
2025 Q3	$15.2K	Buy	522 +6	+1%	+$172	0.01%	749
2025 Q2	$14.2K	Buy	516 +6	+1%	+$162	0.01%	769
2025 Q1	$13.9K	Sell	510 -180	-26%	-$5.08K	0.01%	758
2024 Q4	$21.4K	Buy	690 +6	+0.9%	+$191	0.01%	613
2024 Q3	$20.7K	Buy	684 +7	+1%	+$199	0.01%	660
2024 Q2	$16.9K	Buy	677 +9	+1%	+$216	0.01%	745
2024 Q1	$16.1K	Buy	+668	New	+$16.3K	0.01%	811

Other funds holding CDP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rise Advisors's CDP Position: Q4 2025 in Review

Rise Advisors sold out of COPT Defense Properties (CDP) in Q4 2025, closing a stake of 522 shares — an estimated $15.2K sold.

Rise Advisors first reported a position in CDP in Q1 2024 and held it in 7 quarters. The position peaked at $21.4K in Q4 2024. 305 funds tracked by Wall St. Rank hold CDP as of Q4 2025.

Rise Advisors reported no remaining COPT Defense Properties position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 522 COPT Defense Properties shares in Q4 2025, an estimated $15.2K.
Rise Advisors first reported a position in COPT Defense Properties in Q1 2024 and held it in 7 quarters.
Rise Advisors's COPT Defense Properties position peaked at $21.4K in Q4 2024.
305 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.