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Bell Investment Advisors’s COPT Defense Properties CDP Stock Holding History

Bell Investment 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
Q2 		$3.64K Hold
100
– – ﹤0.01% 1115
2026
Q1 		$3.06K Hold
100
– – ﹤0.01% 1162
2025
Q4 		$2.78K Sell
100
-76
-43% -$2.19K ﹤0.01% 1230
2025
Q3 		$5.12K Hold
176
– – ﹤0.01% 929
2025
Q2 		$4.86K Sell
176
-17
-9% -$460 ﹤0.01% 988
2025
Q1 		$5.26K Buy
193
+17
+10% +$479 ﹤0.01% 883
2024
Q4 		$5.45K Hold
176
– – ﹤0.01% 888
2024
Q3 		$5.34K Sell
176
-22
-11% -$626 ﹤0.01% 898
2024
Q2 		$4.96K Buy
198
+36
+22% +$865 ﹤0.01% 924
2024
Q1 		$3.92K Sell
162
-66
-29% -$1.61K ﹤0.01% 1047
2023
Q4 		$5.84K Buy
228
+2
+0.9% +$48 ﹤0.01% 796
2023
Q3 		$5.39K Buy
226
+65
+40% +$1.64K ﹤0.01% 767
2023
Q2 		$3.82K Buy
161
+122
+313% +$2.84K ﹤0.01% 956
2023
Q1 		$925 Sell
39
-21
-35% -$540 ﹤0.01% 1605
2022
Q4 		$1.56K Sell
60
-20
-25% -$514 ﹤0.01% 1417
2022
Q3 		$2K Buy
80
+21
+36% +$550 ﹤0.01% 1065
2022
Q2 		$2K Buy
+59
New +$1.59K ﹤0.01% 1111
2021
Q4 		$1K Hold
39
– – ﹤0.01% 1375
2021
Q3 		$1K Buy
+39
New +$1.11K ﹤0.01% 1303

Other funds holding CDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Bell Investment Advisors's CDP Position: Q2 2026 in Review

Bell Investment Advisors held its COPT Defense Properties (CDP) position steady in Q2 2026 at 100 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Bell Investment Advisors first reported a position in CDP in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.84K in Q4 2023. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Bell Investment Advisors held 100 shares of COPT Defense Properties worth $3.64K as of Q2 2026.
  • Bell Investment Advisors left its COPT Defense Properties share count unchanged in Q2 2026.
  • COPT Defense Properties made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1115 holding.
  • Bell Investment Advisors first reported a position in COPT Defense Properties in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's COPT Defense Properties position peaked at $5.84K in Q4 2023.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.