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SageView Advisory Group’s COPT Defense Properties CDP Stock Holding History

SageView Advisory Group’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 		– Sell
-155
Closed -$4.31K – 896
2025
Q4 		$4.31K Buy
+155
New +$4.47K ﹤0.01% 2004

Other funds holding CDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

SageView Advisory Group's CDP Position: Q1 2026 in Review

SageView Advisory Group sold out of COPT Defense Properties (CDP) in Q1 2026, closing a stake of 155 shares — an estimated $4.31K sold.

SageView Advisory Group first reported a position in CDP in Q4 2025 and held it in 1 quarter. The position peaked at $4.31K in Q4 2025. 323 funds tracked by Wall St. Rank hold CDP as of Q1 2026.

  • SageView Advisory Group reported no remaining COPT Defense Properties position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 155 COPT Defense Properties shares in Q1 2026, an estimated $4.31K.
  • SageView Advisory Group first reported a position in COPT Defense Properties in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's COPT Defense Properties position peaked at $4.31K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held COPT Defense Properties as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.