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Clearstead Advisors’s COPT Defense Properties CDP Stock Holding History

Clearstead 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 		$5.42K Buy
149
+119
+397% +$3.87K ﹤0.01% 2167
2026
Q1 		$918 Sell
30
-702
-96% -$21.8K ﹤0.01% 2056
2025
Q4 		$20.4K Buy
732
+22
+3% +$634 ﹤0.01% 1701
2025
Q3 		$20.6K Sell
710
-3,676
-84% -$106K ﹤0.01% 1634
2025
Q2 		$121K Buy
4,386
+193
+5% +$5.23K ﹤0.01% 1010
2025
Q1 		$114K Hold
4,193
– – ﹤0.01% 960
2024
Q4 		$130K Sell
4,193
-1,596
-28% -$50.7K ﹤0.01% 958
2024
Q3 		$176K Hold
5,789
– – ﹤0.01% 898
2024
Q2 		$145K Buy
+5,789
New +$139K ﹤0.01% 916

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

Clearstead Advisors's CDP Position: Q2 2026 in Review

Clearstead Advisors increased its COPT Defense Properties (CDP) stake by 397% in Q2 2026, buying an estimated $3.87K and bringing the position to 149 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Clearstead Advisors first reported a position in CDP in Q2 2024 and has held it in 9 quarters since. The position peaked at $176K in Q3 2024. 327 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Clearstead Advisors held 149 shares of COPT Defense Properties worth $5.42K as of Q2 2026.
  • Clearstead Advisors bought 119 COPT Defense Properties shares in Q2 2026, an estimated $3.87K.
  • COPT Defense Properties made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2167 holding.
  • Clearstead Advisors first reported a position in COPT Defense Properties in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's COPT Defense Properties position peaked at $176K in Q3 2024.
  • 327 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.