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Twin Peaks Wealth Advisors’s COPT Defense Properties CDP Stock Holding History

Twin Peaks 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
2026
Q1 		$704 Buy
+23
New +$715 ﹤0.01% 1973
2025
Q3 		– Sell
-3
Closed -$83 – 493
2025
Q2 		$83 Buy
+3
New +$81 ﹤0.01% 2141

Other funds holding CDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Twin Peaks Wealth Advisors's CDP Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in COPT Defense Properties (CDP) in Q1 2026: 23 shares worth $704. The stake represents ﹤0.01% of the portfolio and ranks #1973 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CDP as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CDP in Q2 2025 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold CDP as of Q1 2026.

  • Twin Peaks Wealth Advisors held 23 shares of COPT Defense Properties worth $704 as of Q1 2026.
  • COPT Defense Properties was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • COPT Defense Properties made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1973 holding.
  • Twin Peaks Wealth Advisors first reported a position in COPT Defense Properties in Q2 2025 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.