WOLFF WIESE MAGANA LLC CDP — COPT DEFENSE PROPERTIES

Ownership history in WOLFF WIESE MAGANA LLC  ·  7 quarters on record

AI Ownership Summary

WOLFF WIESE MAGANA LLC reported COPT DEFENSE PROPERTIES (CDP) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows CDP at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CDP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WOLFF WIESE MAGANA LLC's position in COPT DEFENSE PROPERTIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CDP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CDP stock page WOLFF WIESE MAGANA LLC fund profile WOLFF WIESE MAGANA LLC full holdings
How WOLFF WIESE MAGANA LLC held CDP — position size vs. price
% of Fund (quarterly)    CDP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 467 — 0% 0.01% $14K 2026-04-13 $32.13
2025 Q4 UNCHANGED — — — 467 — 0% 0.01% $13K 2026-01-14 $29.88
2025 Q3 UNCHANGED — — — 467 — 0% 0.01% $14K 2025-10-28 $27.41
2025 Q2 UNCHANGED — — — 467 — 0% 0.01% $13K 2025-07-17 $27.16
2025 Q1 UNCHANGED — — — 467 — 0% 0.01% $13K 2025-04-22 $25.33
2024 Q4 UNCHANGED — — — 467 — 0% 0.01% $14K 2025-01-14 $28.06
2024 Q3 INITIATED — — — 467 — — 0.01% $14K 2024-10-16 $30.34

🏢 Other funds also holding CDP

As of 2026 Q1 — sorted by position size

Leeward Investments, LLC - MA 3Y 0.87% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.16% Carnegie Lake Advisors LLC 0.16% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.07% Retirement Systems of Alabama 3Y 7Y 0.06% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.05% Vanderbilt University 0.05% EVOLVE PRIVATE WEALTH, LLC 0.04% AlphaQuest LLC 0.03% Rosenberg Matthew Hamilton 3Y 0.03%

FAQ About WOLFF WIESE MAGANA LLC and CDP

These are the practical questions this page is built to answer before you even open the full history table.

How long has WOLFF WIESE MAGANA LLC reported owning CDP?

WOLFF WIESE MAGANA LLC reported CDP across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CDP position in WOLFF WIESE MAGANA LLC's portfolio?

The largest reported portfolio weight for CDP was 0.01% in 2024 Q3.

What is the latest reported CDP position on this page?

The most recent filing on this page is 2026 Q1, when WOLFF WIESE MAGANA LLC reported 467 shares, equal to 0.01% of portfolio, with an estimated market value of $14K.

What does the chart on this CDP ownership page compare?

The chart compares WOLFF WIESE MAGANA LLC's quarterly CDP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to WOLFF WIESE MAGANA LLC Holdings