Root Financial Partners
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Root Financial Partners’s COPT Defense Properties CDP Stock Holding History

Root Financial Partners’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 		$17K Buy
+508
New +$18.5K ﹤0.01% 1640
2026
Q2 		– Sell
-343
Closed -$10.5K – 892
2026
Q1 		$10.5K Buy
343
+334
+3,711% +$10.4K ﹤0.01% 1667
2025
Q4 		$250 Hold
9
– – ﹤0.01% 2279
2025
Q3 		$262 Buy
+9
New +$259 ﹤0.01% 2193

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Principal Financial Group
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Root Financial Partners's CDP Position: Q3 2026 in Review

Root Financial Partners opened a new position in COPT Defense Properties (CDP) in Q3 2026: 508 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1640 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CDP as recently as Q1 2026.

Root Financial Partners first reported a position in CDP in Q3 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold CDP as of Q3 2026.

  • Root Financial Partners held 508 shares of COPT Defense Properties worth $17K as of Q3 2026.
  • COPT Defense Properties was a new Root Financial Partners position in Q3 2026.
  • COPT Defense Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1640 holding.
  • Root Financial Partners first reported a position in COPT Defense Properties in Q3 2025 and has held it in 4 quarters since.
  • 274 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.