James T. Borello
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James T. Borello’s COPT Defense Properties CDP Stock Holding History

James T. Borello’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
Q3 		$4.11K Sell
123
-2
-2% -$73 ﹤0.01% 830
2026
Q2 		$4.55K Hold
125
– – ﹤0.01% 814
2026
Q1 		$3.82K Buy
+125
New +$3.89K ﹤0.01% 826

Other funds holding CDP

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello's CDP Position: Q3 2026 in Review

James T. Borello reduced its COPT Defense Properties (CDP) stake by 1.6% in Q3 2026, selling an estimated $73 and leaving 123 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

James T. Borello first reported a position in CDP in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.55K in Q2 2026. 84 funds tracked by Wall St. Rank hold CDP as of Q3 2026.

  • James T. Borello held 123 shares of COPT Defense Properties worth $4.11K as of Q3 2026.
  • James T. Borello sold 2 COPT Defense Properties shares in Q3 2026, an estimated $73.
  • COPT Defense Properties made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #830 holding.
  • James T. Borello first reported a position in COPT Defense Properties in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello's COPT Defense Properties position peaked at $4.55K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.