Back to CDP
Creative Planning CDP Position History
COPT Defense Properties • Real Estate
Quarters held
6
Latest value
$892K
Q3 2026
Peak value
$923K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $505K |
| Q4 2025 | $497K |
| Q1 2026 | $573K |
| Q2 2026 | $873 |
| Q2 2026 | $923K |
| Q3 2026 | $892K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $892K | 26.7K | — | — |
| Q2 2026 | $923K | 25.4K | — | — |
| Q2 2026 | $873 | 24 | — | — |
| Q1 2026 | $573K | 18.7K | — | — |
| Q4 2025 | $497K | 17.9K | — | — |
| Q3 2025 | $505K | 17.4K | — | — |
Other funds holding CDP
$467.1M
$455.3M
$454.5M
$448.9M
$252.1M
$252.1M
$247.7M
$234.8M