LI
CDP icon

LRI Investments’s COPT Defense Properties CDP Stock Holding History

LRI Investments’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 		$10.8K Hold
296
– – ﹤0.01% 940
2026
Q1 		$9.06K Buy
+296
New +$9.21K ﹤0.01% 910

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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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

LRI Investments's CDP Position: Q2 2026 in Review

LRI Investments held its COPT Defense Properties (CDP) position steady in Q2 2026 at 296 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

LRI Investments first reported a position in CDP in Q1 2026 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold CDP as of Q2 2026.

  • LRI Investments held 296 shares of COPT Defense Properties worth $10.8K as of Q2 2026.
  • LRI Investments left its COPT Defense Properties share count unchanged in Q2 2026.
  • COPT Defense Properties made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #940 holding.
  • LRI Investments first reported a position in COPT Defense Properties in Q1 2026 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held COPT Defense Properties as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.