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Cedar Mountain Advisors’s COPT Defense Properties CDP Stock Holding History

Cedar Mountain 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 		$15.4K Hold
422
– – ﹤0.01% 403
2026
Q1 		$12.9K Buy
+422
New +$13.1K ﹤0.01% 393

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State Street
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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

Cedar Mountain Advisors's CDP Position: Q2 2026 in Review

Cedar Mountain Advisors held its COPT Defense Properties (CDP) position steady in Q2 2026 at 422 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Cedar Mountain Advisors first reported a position in CDP in Q1 2026 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Cedar Mountain Advisors held 422 shares of COPT Defense Properties worth $15.4K as of Q2 2026.
  • Cedar Mountain Advisors left its COPT Defense Properties share count unchanged in Q2 2026.
  • COPT Defense Properties made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #403 holding.
  • Cedar Mountain Advisors first reported a position in COPT Defense Properties in Q1 2026 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.