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Sanctuary Advisors’s COPT Defense Properties CDP Stock Holding History

Sanctuary Advisors’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 		$380K Sell
12,435
-6,143
-33% -$191K ﹤0.01% 1946
2025
Q4 		$516K Sell
18,578
-3,388
-15% -$97.7K ﹤0.01% 1706
2025
Q3 		$638K Buy
21,966
+538
+3% +$15.5K ﹤0.01% 1553
2025
Q2 		$591K Buy
21,428
+564
+3% +$15.3K ﹤0.01% 1532
2025
Q1 		$569K Sell
20,864
-21,477
-51% -$606K ﹤0.01% 1443
2024
Q4 		$1.25M Sell
42,341
-40
-0.1% -$1.27K 0.01% 1125
2024
Q3 		$1.35M Buy
42,381
+4,885
+13% +$139K 0.01% 1102
2024
Q2 		$886K Buy
+37,496
New +$901K 0.01% 1267

Other funds holding CDP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $1.47T 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