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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
BlackRock New York $5.7T 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
JP Morgan Chase
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return