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Wealthspire Advisors (New York)’s COPT Defense Properties CDP Stock Holding History

Wealthspire Advisors (New York)’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
-368
Closed -$10.7K – 1333
2025
Q3 		$10.7K Buy
+368
New +$10.6K ﹤0.01% 1989

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Wealthspire Advisors (New York)'s CDP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of COPT Defense Properties (CDP) in Q4 2025, closing a stake of 368 shares — an estimated $10.7K sold.

Wealthspire Advisors (New York) first reported a position in CDP in Q3 2025 and held it in 1 quarter. The position peaked at $10.7K in Q3 2025. 305 funds tracked by Wall St. Rank hold CDP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining COPT Defense Properties position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 368 COPT Defense Properties shares in Q4 2025, an estimated $10.7K.
  • Wealthspire Advisors (New York) first reported a position in COPT Defense Properties in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s COPT Defense Properties position peaked at $10.7K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held COPT Defense Properties as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.