CA
CDP icon

Continuum Advisory’s COPT Defense Properties CDP Stock Holding History

Continuum Advisory’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 		$873 Buy
+24
New +$780 ﹤0.01% 1867
2025
Q1 		– Sell
-53
Closed -$1.64K – 1714
2024
Q4 		$1.64K Hold
53
– – ﹤0.01% 1483
2024
Q3 		$1.59K Buy
53
+23
+77% +$655 ﹤0.01% 1512
2024
Q2 		$751 Buy
30
+13
+76% +$312 ﹤0.01% 1527
2024
Q1 		$419 Buy
+17
New +$414 ﹤0.01% 1623

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

Continuum Advisory's CDP Position: Q2 2026 in Review

Continuum Advisory opened a new position in COPT Defense Properties (CDP) in Q2 2026: 24 shares worth $873. The stake represents ﹤0.01% of the portfolio and ranks #1867 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in CDP as recently as Q4 2024.

Continuum Advisory first reported a position in CDP in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.64K in Q4 2024. 326 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • Continuum Advisory held 24 shares of COPT Defense Properties worth $873 as of Q2 2026.
  • COPT Defense Properties was a new Continuum Advisory position in Q2 2026.
  • COPT Defense Properties made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1867 holding.
  • Continuum Advisory first reported a position in COPT Defense Properties in Q1 2024 and has held it in 5 quarters since.
  • Continuum Advisory's COPT Defense Properties position peaked at $1.64K in Q4 2024.
  • 326 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.