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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
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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VPM
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Root Financial Partners's CDP Position: Q1 2026 in Review

Root Financial Partners increased its COPT Defense Properties (CDP) stake by 3,711% in Q1 2026, buying an estimated $10.4K and bringing the position to 343 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Root Financial Partners first reported a position in CDP in Q3 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold CDP as of Q1 2026.

  • Root Financial Partners held 343 shares of COPT Defense Properties worth $10.5K as of Q1 2026.
  • Root Financial Partners bought 334 COPT Defense Properties shares in Q1 2026, an estimated $10.4K.
  • COPT Defense Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1667 holding.
  • Root Financial Partners first reported a position in COPT Defense Properties in Q3 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.