LifeSteps Financial’s COPT Defense Properties CDP Stock Holding History

LifeSteps Financial’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	$4K	Buy	+110	New	+$3.58K	﹤0.01%	575

Other funds holding CDP

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

LifeSteps Financial's CDP Position: Q2 2026 in Review

LifeSteps Financial opened a new position in COPT Defense Properties (CDP) in Q2 2026: 110 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings.

79 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

LifeSteps Financial held 110 shares of COPT Defense Properties worth $4K as of Q2 2026.
COPT Defense Properties was a new LifeSteps Financial position in Q2 2026.
COPT Defense Properties made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #575 holding.
79 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.